Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Lynch Wealth Management Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them.
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
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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.
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.
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
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.
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.
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 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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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 help you 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 help you 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.