KAREN Ostarticki

Financial Advisor

One Crossroads Drive
Bedminster, NJ 07921
908.719.6418
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The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Profile

Karen A. Ostarticki, Financial Advisor/Senior Portfolio Advisor, also has experience helping clients manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as providing access to Bank of America Private Bank for clients’ trust and estate planning services needs and Bank of America for clients’ credit and lending needs.
In addition, she can work with clients' attorneys, accountants and other advisors to help coordinate their financial and legacy approach. 
She lives and works in Bedminster, NJ, enjoying an active lifestyle.  She is the Membership Director for Central NJ chapter of the LPGA Amateurs and is connected with women's groups through local Chambers of Commerce and church.
She is the proud mom of Sebastian, a graduate of The Wharton School of Business at UPENN. Family and faith are the cornerstones of her daily living.

 

Videos
Preparing for Retirement
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your goals into reality.

Meet Our Professional Staff
Lois Tubbs
Registered Wealth Management Client Associate
908.685.3273
Eileen McLaughlin
Assistant Vice President, Wealth Management Associate
908.685.3211
Michael Tillberg,

CRPC™

Registered Wealth Management Client Associate
908.719.6410
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.
Tricia Kropp
Wealth Strategies Advisor
Bank of America, N.A.
Nisheet Bonde
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Jacqueline Fraccaroli
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.

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Karen Ostarticki is registered to do business in FL, IL, MD, NC, NJ, NY.