Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
More volatility ahead: Your key questions answered
Insight on the competing forces - inflation and slower growth - driving today’s markets
Kent Mollo Group
- phone
609.243.6804
- address
7 Roszel Road
Floor 04
Princeton, NJ 08540
Merrill Lynch
Wealth Management
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.
Kent Mollo Group
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.
Kelly Nilsen, a Registered Wealth Management Client Associate over 27 years experience is joined by Stephanie Williams, also a Registered Wealth Management Client Associate, and Marissa Baldoni, a Financial Advisor, and the most recent addition to the Team in 2019.
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.
Approach
We begin every relationship 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.
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 help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.
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.
Capabilities
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.
Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
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. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.
- 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
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.
Recognition
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” in 2019, 2020 and 2021.
Forbes “Best-in-State Wealth Advisors” in 2019, 2020, and 2021.
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.
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Karen Gower Hofrichter
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #589277
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Michael K Costo
Retirement Specialist
Bank of America, N.A.
Deena Darkhabani
Wealth Management Banking Specialist
Merrill
Upcoming Events
Summer Time Grilling with Pitmaster Rodney Scott
June 16th, 2022|6:00 PM - 7:00 PM EST
Get the grills ready for this virtual lesson on BBQ with Chef Rodney Scott! Famous for his craft and passion for whole-hog BBQ, Chef Scott will share his techniques in grilling some delicious summer BBQ just in time for Father’s Day. A week prior to the event, all registered attendees will receive a list of ingredients and the recipes if you’d like to cook alongside the James Beard Award winning chef and legendary Pitmaster.
Click here by June 15, 2022 to reserve your place for this exclusive, live virtual event.
For more information: 609.243.7946 or kentmollogroup@ml.com
Past Events
An update on the economy, markets and Washington policy
March 31st, 2022|12:00 PM EST
During this event, Mitchell Drossman and Jonathan Kozy from the Chief Investment Office within Bank of America Corporation will discuss:
· Our Chief Investment Office’s view on the U.S. economy
· An update on Washington policy
· Our Chief Investment Office’s view on the world markets
An update on the economy, markets and Washington policy
March 31st, 2022|5:30 PM EST
During this event, Mitchell Drossman and Jonathan Kozy from the Chief Investment Office within Bank of America Corporation will discuss:
· Our Chief Investment Office’s view on the U.S. economy
· An update on Washington policy
· Our Chief Investment Office’s view on the world markets
The Art of Deduction: An Evening with Colin Cloud
April 21st, 2022|6:00 PM - 7:00 PM EST
Please join us for an exciting and interactive evening with world renowned mentalist – Colin Cloud. Described as the closest thing to a real-life Sherlock Holmes, Colin’s award-winning act will leave you inspired, astounded and wondering “How did he know that?”
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Your Financial Approach
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
FAMILY
HEALTH
Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
- Home Loans2
- Home Equity Lines of Credit2
- Securities-Based Lending2
- Credit Cards2
WORK
Working in retirement, selling or starting a business
- Bank of America Business Banking2
- Exchange Funds1
- Concentrated Stock Management1
- Succession Planning1
LEISURE
Spending your free time in meaningful ways
- Credit Cards2
- Securities-Based Lending2
- Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
- Donor-Advised Funds4
- Private Foundations4
- Charitable Trusts4
FINANCE
Using your finances to bring it all together
- Merrill Investment Accounts1
- Investment Advisory Accounts1
- Alternative Investments1
- Exchange-Traded Funds1
- Mutual Funds1
- Closed-end Funds1
- Fixed Income Products1
- Options1
- Annuities3
- Impact Portfolios1
- Market-Linked Investments1
- Securities-Based Lending2
- Margin1
- Home Loans2
- Bank of America Checking and Savings Accounts2
- Credit Cards2
- Online Account Access1,2
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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.
#DigitalMerrill
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.
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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.
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