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Kent Mollo Group

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Merrill Lynch
Wealth Management

Important video disclosures

Hear how Lisa Kent and her team support their clients in identifying their vision and outlining a plan for the future to help them stay focused and reach their financial goals.


Our Team

For over 40 years Lisa Kent has witnessed up and down markets, strong and weak economies, and investment fads and bubbles of all kinds. What remains unchanged is her philosophy of helping clients live the best lives possible with the resources that they have. The Team strives to make simple what may be complicated, to promise to ask questions no one else asks, and to help solve complex financial challenges for their clients. With the investing insights of Merrill and access to the banking convenience of Bank of America, the Kent Mollo Group has a wide variety of strategies and services available to serve their clients.

Lisa’s partners include her husband, Timothy Kent, a 31 year veteran of the financial services industry, and Francesco Mollo who has served in this industry for nearly 18 years.

Marissa Baldoni is the CERTFIFIED FINANCIAL PLANNER™ professional on the team and is the fourth financial advisor with over 5 years of experience.

Stephanie Williams, a Registered Wealth Management Client Associate with over 8 years experience is joined by Maria Artemiou, also a Wealth Management Client Associate and the newest addition to the team.


The Kent Mollo Group Philosophy

Our Team is driven by the power of our clients’ goals and aspirations. We will ask questions to help you identify the intention of your wealth, and offer solutions that help solve for these needs while maintaining flexibility. Are you looking to leave a legacy for your children? What happens in the timeline of your life between now and then? Are there others that you are financially responsible for? What about saving for milestone events? Let us help you uncover all that matters to you and your family over the course of the generations. With the power of the combination of Merrill and the Bank of America, we will work alongside of you to develop an approach that is customized for your personal financial needs.



Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.



Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.


Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Our Videos

Insights, observations, and ideas to help you in your pursuit of your financial goals.

Important Video Disclosures

My team and I will help you fulfill your vision for your family's financial future.

My team and I will help you fulfill your vision for your family's financial future.

Wanted to connect with you during this special time.


Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Lisa K Kent

Forbes "America's Top Women Wealth Advisors Best-in State" 2022
Published on February 4, 2022. Rankings based on data as of September 30, 2021.

Forbes "Top Women Wealth Advisors Best-in-State” 2023
Published on February 2, 2023. Rankings based on data as of September 30, 2022.*

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Forbes "Best-in-State Wealth Advisors" 2019, 2020, 2021, 2022 and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes "America's Top Women Wealth Advisors" 2019, 2020 and 2021
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.

Francesco D Mollo

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Marissa Baldoni

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Robert Thompson

Wealth Management Banking Specialist


Karen Gower Hofrichter

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #589277

Michael K Costo

Retirement Specialist

Bank of America, N.A.

Past Events

The 2023 Washington Update with Jeff Bush

Springdale Golf Club, 1895 Clubhouse Drive, Princeton , NJ 08540

October 11th, 2023|6:00 PM EST

Merrill invites you to a night out with Jeff Bush, a dynamic and insightful speaker and author. Jeff is known for his unique ability to decode difficult and confusing tax and fiscal information coming out of Washington, DC. Jeff is an integral part of The Washington Update, the industry thought leader that provides guidance through the complex and ever-changing political, tax and environmental changes. 

Join us for dinner as Jeff gives an early look at what to expect in 2024 and the fiscal policy. 

    Annual Family Fall Festival

    Shady Brook Farm, 931 Stony Hill Road, Yardley, PA 19067

    October 28th, 2023|12:00 PM EST

    Our family invites you and your family to our 2nd Annual Fall Festival Event!

    Please say you will join us for live music, food and various fun fall activities at Shady Brook Farm in Yardley, PA. In addition to the festivities, we will also have a professional photographer available for family fall pictures.

    This is a family and friend event so please feel free to share this invitation with your loved ones.

      Midyear Outlook 2023 - Are you ready for the market's next moves?

      July 19th, 2023|2:00 PM EST

      Chris Hyzy will be joined by a panel of experts to discuss what the second half of the year could bring for investors - and how to best prepare for new risks and potential opportunities. Topics they will explore include:

      • Could the U.S. economy avoid a recession?
      • Outlook for inflation and interest rates 
      • Artificial intelligence (AI) and other innovations driving the market 
      • Ideas for putting cash to work in today's higher rate environment 
      • Portfolio strategies investors could consider now 

        Staying on Track

        We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.

        Reviews to help you
        stay on track

        We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.

          Changes in your life
          and to your goals

          Your life and goals change. As these changes occur, we can update your approach to reflect them.


          MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

          Your advisor is a click away within our site or mobile apps

          You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

          Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

            Let’s Have a Conversation

            Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

            Why Merrill?

            As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


            We put you first, every day.
            Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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            Transcript of Video 

            No question too big or moment too small
            For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

            The Power of the Right Advisor®
            Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

            Personalized advice from a dedicated financial advisor.

            We get to know you and your family, your financial situation and what matters most to you.

            A comprehensive approach, built around your life’s priorities.

            Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

            Adjusting your investment approach as your life and the markets change.

            We will work to help you stay on track, regardless of what the markets are doing.