Brad Bonner
Vice President, Senior Financial Advisor
NMLS #1399421
51 John F Kennedy Pkwy
Short Hills, NJ 07078
973.912.7547
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As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Welcome

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 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. *Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

About Me
Welcome

As your Merrill advisor, I offer advice and guidance based on your goals and priorities — for yourself and your family. Our approach to financial planning places you — not the market — at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.

About Me
Welcome

As your Merrill advisor, I offer advice and guidance based on your goals and priorities — for yourself and your family. Our approach to financial planning places you — not the market — at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.

Philosophy

Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.

Approach

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, I 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.

Capabilities

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 and Families

I 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.

Meet Our Professional Staff
Yvette Lippoczy, CDFA®,CFP®,CPFA™,CPWA®
Registered Wealth Management Client Associate
973.912.3006
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.
Harry Elbaum
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #588931
Tricia Kropp
Wealth Strategist
Merrill
Lorena Wehle
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

About Merrill
Fresh perspectives

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Personalized planning

Helping you create a personalized plan

At Merrill, we go beyond the traditional role of an advisor.

  • Your goals, concerns and attitude about investing are the foundation of your plan.
  • We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
  • We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Team and resources

Giving you access to our teams and solutions

Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:

  • Bank of America specialists, such as mortgage or trust professionals
  • Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
  • A full suite of Merrill investing and Bank of America banking solutions

1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").

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Bradford Bonner is registered to do business in AZ, CA, CO, CT, DE, FL, GA, IL, IN, MA, MD, ME, MI, MT, NC, NE, NJ, NY, OH, PA, SC, TX, VA, VT, WA.