Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Bradford Bonner is a Merrill Financial Advisor in the Short Hills, NJ office. Brad rejoined the firm after spending six years with Oppenheimer & Co. He has worked with high net-worth individuals and institutional investors for 20 years developing unique investment strategies to help meet their needs. He returned to Merrill Lynch Wealth Management where he began his career in the institutional equity sales and trading training program. Brad helps his team create strategies for clients to meet their short term needs while supporting their vision for long term aspirations.
As a financial advisor Brad delivers value added advice and guidance to accomplished individuals, senior executives, charities, and business proprietors. He uses his in-depth knowledge of money managers and alternative investments in a variety of asset classes to deliver a premier service. He uses an in-depth personal profile to determine client’s financial goals, priorities and needs. His objective is to exceed client’s expectations while mitigating their fears of the markets so they can focus on what they love doing best.
Brad graduated from Lafayette College in Easton, PA with a bachelor's degree in Economics and a minor in English. He played NCAA Division I varsity lacrosse and Division II club ice hockey. He is involved in various community activities, serving as Chair of the Scholarship Committee for The College Men’s Club of Westfield (provides college scholarships for local underprivileged seniors); Executive Board Member of The Pingry School Alumni Board; Ice Hockey Trustee of the Beacon Hill Club; and an active Camp Dudley Alum. He is a single digit golfer in the summer and enjoys playing adult hockey in the winter. He resides in Westfield, New Jersey, with his wife, Alexandra, and their three children: James, Elizabeth and Douglas.
Brad works to provide an exceptional level of client care and service, and he invites you to contact him to see how his knowledge and service can help meet your financial needs.
The Pingry School
Our experts examine the forces that are changing the world – and how they may impact your life
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.