June E Ellien

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June E Ellien, CIMA, CRPC

Senior Vice President
Senior Consultant

Whatever your personal goals may be, I will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.

Profile

With nearly 40 years of financial services experience, June is dedicated to providing customized financial strategies to clients whose goals range from wealth accumulation and distribution to estate preservation. She holds both the Certified Investment Management Analyst® CIMA® and Chartered Retirement Planning Counselor CRPC® designations.

June combines her 20 years of institutional commodity futures market trading and analytics with her experience as a financial advisor to facilitate the Client Investment Process which deepens her understanding of how clients think and feel about life goals and challenges. Educating younger generations about markets, budgeting and working towards financial goals is important to families who choose to work with June. Drawing upon Merrill Lynch's Global Resources, she develops personalized strategic advice which address the issues of individuals, families, small business owners and foundations. Her range of services include: portfolio development, retirement planning, hedging and monetization of concentrated equity positions and insurance analysis. June works closely with her Wealth Management Banking team to assist in meeting clients' cash management and lending needs.
 

Robert D’Addario is a Senior Vice President; Wealth Management Advisor, who has been in the financial services industry since 1989 and working with Merrill Lynch since 1994. Robert has earned the Certified Portfolio Manager CPM® designation from the Academy of Certified Portfolio Managers, the Certified Private Wealth Advisor® CPWA® designation from the Investment Management Consultants Association, and the Chartered Retirement Planning Counselor CRPC® designation from the College for Financial Planning. Robert has extensive experience working with individuals in periods of financial transition. If you will be retiring or may be changing jobs or careers in the near future, you will be faced with numerous issues and decisions concerning your retirement plan. Robert is a professional who can outline the possibilities, construct customized strategies, and help you develop the appropriate strategies consistent with your overall personal financial goals. Robert Graduated from Rider University in Lawrenceville, New Jersey with a B.S. in Business Administration and a concentration in Finance. He also earned an M.B.A. with a concentration in Finance from Fairleigh Dickinson University in Florham Park, New Jersey.


Madeline Solano is a Registered Senior Client Associate in the Short Hills, New Jersey office. She began her career in the financial services industry in 1989 and has extensive experience in solving client operational and account administrative issues. Madeline’s main focus is to provide each and every client with a high level of personalized service. Madeline holds a BS degree in Finance and Economics from Baruch College in New York City. 


Eileen McLaughlin is a Registered Client Associate in the Short Hills, New Jersey office who graduated from Rutgers University with a B.A. degree in Graphic Design. Eileen has been in the financial services industry for over 15 years and the majority of that time was spent at Merrill Lynch. Eileen’s main focus is client contact and coordination. 

*CRPC® and Chartered Retirement Planning Counselor are registered service marks of the College for Financial Planning.
*CPM® is a registered service mark of the Academy of Certified Portfolio Managers.
*Investment Management Consultants Association® (IMCA®) is the owner of the certification marks CIMA®, CPWA®, Certified Investment Management Analyst® and Certified Private Wealth Advisor®. Use signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

  • EDUCATION

    St Joseph Hill Academy

    The New School

Professional Staff

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

Robert J D'Addario

Robert J D'Addario

Wealth Management Advisor

973.912.3055
Madeline  Solano

Madeline Solano

Registered Senior Client Associate

973.912.7555
Eileen  McLaughlin

Eileen McLaughlin

Registered Client Associate

973.564.7730

Additional Resources

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

Matthew W McKean

Matthew W McKean

Trust Specialist

Michael K Costo

Michael K Costo

Retirement Specialist

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Peter J Charlton

Wealth Management Lending Officer NMLS # 222586

Where do we begin? It starts with you.

At Merrill Lynch, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

Among the reasons I chose to become a financial advisor is because of my passion for helping to educate my clients about investing. As a financial advisor, one of the most valuable things I can do for clients is to help them understand the markets, my investment process and to help them understand their life priorities and the impact this can have on their wealth management strategy. My advice and strategies are guided by an interest in your life’s goals and priorities.

Philosophy

Life is always changing and growing more complex. Your needs and priorities specific to your family, work, health and home are continuously evolving. And since your finances are so deeply connected with the rest of your life, you need strategies that are specific to your unique situation. Even if you’re accustomed to managing your wealth on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where in your life you are.

Approach

Wealth Management is a dynamic, ongoing process. As I focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life’s ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you. My job is to first understand what matters most to you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities. I will be here to help you make adjustments to your unique wealth management strategies if and when necessary over time.

Capabilities

My process is designed to deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management. My ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. I can be a financial resource, helping clients with the process of transferring wealth to the younger generation.

Focus On Individuals and Families

I work primarily with high-net-worth individuals and families. I’ll begin by getting to know you as we explore the following seven priorities together:

  • 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
I work closely with other trusted professionals to help clients pursue their goals, drawing on the investment insights of Merrill Lynch and access to the banking convenience of Bank of America as we do so.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill Lynch 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 strategy we develop together to help you with your approach for what matters most to you. Our Investment Personality Assessment is one of the ways to help me get to know you – to understand your goals and priorities. These questions will give you a sense of the full assessment and 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 strategy.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch 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
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch 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

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.

Staying on Track

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 give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

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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Access to what you need, when you need it

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

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

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.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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





Transcript of Video

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

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

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

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