Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 Investments & Wealth Institute™, 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.
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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.
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.
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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.
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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
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.
We will work to help you stay on track, regardless of what the markets are doing.