The Lee Casey Group

Merrill Lynch Wealth Management

One Crossroads Drive
Bedminster, NJ 07921
(908) 719-6406
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We believe that good client relationships are built through teamwork and client involvement, delivered through our advisors, client associates and access to the global resources of Merrill. Our goal is to be your primary source for financial advice and guidance. We want you to value the dedication and diligence we provide at each step of the wealth management process.
The Lee Casey Group
Merrill Lynch Wealth Management
Welcome

The Lee Casey Group at Merrill focuses on helping people make the best out of situations that cannot be predicted. We are able to help individuals and families plan for the precious years ahead by creating custom wealth management strategies. We connect with people on a personal level to ensure that we are incorporating goals and dreams that matter most to them within those strategies.

The team is fortunate to have the opportunity to work closely with the Firm's financial intermediaries such as business managers, banking representatives, mortgage experts, client's CPA's and attorneys to coordinate tax and estate planning strategies, insurance needs, and other complex situations.

The Lee Casey Group has built strong relationships that span generations, extending to clients' children and grandchildren.

Recognition
Judith Lee
Senior Vice President, Resident Director
Forbes "Best-in-State Wealth Advisors", 2019-2020, 2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America"s Top Women Wealth Advisors", 2020
(Published on April 21, 2020. Rankings based on data as of Sept 30, 2019.)
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2022
(Published on February 4, 2022. Rankings based on data as of Sept 30, 2021.)
The Lee Casey Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, We can work with you to build your own personalized financial strategy.

Meet Our Team
Judith Lee,

CFP®, CRPC™, SE-AWMA™

Senior Vice President, Resident Director
908.719.6406
Thomas Casey,

CFP®, CPWA®, CRPC™

Assistant Vice President, Wealth Management Advisor
908.719.6409
Simone Lee,

CFP®, CRPC™

Financial Advisor
908.719.6654
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.
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.