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.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
