After graduating from Rutgers University, I began my career as a Financial Advisor in 2001 with Tucker Anthony, also spending 6 years at UBS, prior to joining Merrill Lynch Wealth Management in 2008.

What I enjoy most about being a Wealth Management Advisor is the opportunity to make a positive impact on clients’ lives, whether it’s optimizing a portfolio to their specific goals, or simply giving them some of their precious time back. Clients place their trust and confidence in me, a responsibility I humbly embrace.

I spend a great deal of time listening to clients and understanding their financial lives in order to develop plans and portfolios appropriate to their unique needs and circumstances. My knowledge and experience allow me to fully utilize the resources of Merrill and banking convenience of Bank of America in helping clients pursue their goals.

I hold both the Certified Private Wealth Advisor® (CPWA®) and Chartered Retirement Planning Counselor designations. I focus on understanding complex financial issues pertaining to clients’ lives and advise them in their best interest. I also hold both the Series 7 and 66 FINRA registrations and life insurance license.

Within our team, my responsibilities include creating financial and cash flow strategies designed to help clients stay on track and accomplish their goals. I also oversee portfolio construction and management. However, the most significant role I play is staying in close contact with clients and providing advice and guidance through life’s biggest financial decisions.

I live in Morris County, NJ with my wife and three children. In my free time, I enjoy coaching my kids’ sports teams and cooking. I am passionate about fitness and nutrition, having earned my CrossFit® Level 1 certification, which I use to coach people on a volunteer basis. I am also involved in the local community, volunteering leadership and staff for organizations involved with Habitat for Humanity.

Upon graduating from Montclair State University, I began my career in the financial industry in 1983, focusing primarily in the area of municipal bonds at a boutique firm in Millburn, NJ. Subsequently, I joined Gibraltar Securities which, through a number of acquisitions, became RBC Wealth Management, a division of Royal Bank of Canada. I joined Merrill Lynch Wealth Management in 2008 in order to take advantage of the robust resources and award winning research available at the firm. Today I provide a diverse client base with advice and guidance on all aspects of their wealth management needs. I hold representative and principal registrations with FINRA and NYSE; including Series 7, 9, 10, 24, 53, 63, and 65, as well as the Life and Health Insurance licenses. 

As a Certified Private Wealth Advisor® (CPWA®) certificant, I focus on being a more valuable resource to ultra-high net worth families. 

Having achieved the Chartered Retirement Planning Counselor designation, I focus on the pre- and post-retirement needs of individuals. I can help guide you through the retirement process from start to finish, addressing issues such as estate planning needs and asset management.

I have trained many investment professionals, and continue to participate in ongoing continuing education courses in portfolio management, behavioral finance, and industry compliance. 

I believe that trust is built through integrity in the work we do. I take personal responsibility in assuring your excellent client experience. It is my mission to help you understand the challenges of managing wealth, while offering the advice and guidance allowing you to enjoy and pursue your passions. 

I reside in Somerset county New Jersey with my wife, and two daughters, and our beloved dogs Chewy and Pico. Outside of my professional interests, I enjoy classic cars, riding my motorcycle, and traveling with my family. I devote time to charitable causes within my community by participating in Habitat For Humanity builds, supporting St. Jude's Children's Hospital, and teaching financial literacy to school aged children through Junior Achievement.

*Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Merrill Lynch 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 Merrill Lynch Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Earning my Bachelor’s Degree in Sociology and Elementary Education from William Paterson University, I started out in the teaching profession. My experience in education has helped me transition into my professional financial role as a Registered Wealth Management Client Associate here at Merrill.  In knowing I could do more with my detail-oriented and personable skills, I joined the Wajner Hunter Group at Merrill Lynch Wealth Management of Short Hills in 2018. I hold both the Series 7 and 66 FINRA registrations. 

As the group’s Registered Wealth Management Client Associate, I am responsible for handling clients’ transactional and account needs along with communicating financial strategies and services available at both Merrill Lynch Wealth Management and providing access to Bank of America banking products and services. I’m committed to providing an exceptional level of service and relish the opportunity to develop long-term relationships with clients, viewing each interaction as an opportunity to enhance those relationships. I believe that the success of our group lies in the high quality of service we seek to provide and the trust that clients have placed in us to build and optimize their portfolios to help meet their specific goals.

Born and raised in Sussex County, New Jersey, I spend much of my time outside in nature. My personal interests include hiking, swimming and traveling. I currently reside in Hopatcong, New Jersey with my husband, Steve, and our two sons, Bentley and Grayson.