Nelligan and Associates is a Merrill Lynch Wealth Management team headquartered in Princeton, New Jersey. Speak with me or one of my team members for a few minutes, and you’ll notice something different. Our work is a vocation and a passion. 

A team of veteran advisors, we combine experience, ethics, and exceptional service to help clients move from where they are, to where they want to be.  We are a financial “GPS”, lending direction and clarity to life’s crossroads and decision points. 

Our principals—Joe Nelligan, Mike Barna, and Jim Bumstead—bring decades of real-world experience in wealth management, investing, accounting, business, and engineering.* We’re skilled in circumventing the pitfalls and remedying the gaps that clients typically encounter. At the same time, our work is intensely personal. Committed listeners, we work to discern a client’s past, present, and future, so that we can better address their goals and needs. 

We don’t sugar-coat our advice. We’re in the business of helping people – not telling them what they want to hear. Our process is grounded in purposeful action, committed discipline, and long-term thinking. In a world characterized by instant gratification, we help clients develop an actionable plan to resolve confusion, enhance clarity, and make steady progress toward meaningful objectives. 

 *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Service is the foundation of our work; it’s what makes us excited to tackle each new challenge. What other people view as headaches, we see as opportunities – to educate, resolve, and move forward. Our Wealth Management Client Associate, Rob Velcko, helps foster the warm and welcoming environment that characterizes our office. Resolute in tracking down answers, Rob is a linchpin of efforts, streamlining each client’s financial life. As a team, we don’t wait for issues to magically resolve. We anticipate, and then we act.

Visit the Nellligan & Associates Team Website for more detailed information http://fa.ml.com/Nelligan-Associates.