Taylor, Nelligan & Associates
Merrill Lynch Wealth Management
100 Somerset Corporate blvd
Suite 1000
Bridgewater NJ 08807
(908) 203.3703
(908) 203.3703
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As a team of dedicated advisors, we bring together decades of experience, deep technical expertise, and a shared commitment to disciplined, long‑term planning. We believe that effective wealth management begins with truly understanding what matters most to each client—their goals, challenges, values, and vision for the future.
Grounded in thoughtful listening and personalized guidance, we work collaboratively to design and implement comprehensive strategies that support each client’s evolving needs. Our strengths include portfolio construction, retirement and education planning, tax‑efficient strategies, estate and trust planning services, and the thoughtful integration of banking and lending solutions. We take pride in offering transparent, consistent communication and serving as a steady, informed partner through life’s major financial decisions.
Above all, we are committed to helping clients build, manage, and preserve wealth with intention. By blending rigorous analysis with genuine empathy, we strive to foster long‑term relationships built on trust, clarity, and meaningful outcomes—today, tomorrow, and for generations to come.
As a team of dedicated advisors, we bring together decades of experience, deep technical expertise, and a shared commitment to disciplined, long‑term planning. We believe that effective wealth management begins with truly understanding what matters most to each client—their goals, challenges, values, and vision for the future.
Grounded in thoughtful listening and personalized guidance, we work collaboratively to design and implement comprehensive strategies that support each client’s evolving needs. Our strengths include portfolio construction, retirement and education planning, tax‑efficient strategies, estate and trust planning services, and the thoughtful integration of banking and lending solutions. We take pride in offering transparent, consistent communication and serving as a steady, informed partner through life’s major financial decisions.
Above all, we are committed to helping clients build, manage, and preserve wealth with intention. By blending rigorous analysis with genuine empathy, we strive to foster long‑term relationships built on trust, clarity, and meaningful outcomes—today, tomorrow, and for generations to come.
Taylor, Nelligan & Associates
Welcome
| Welcome to our Merrill Lynch Wealth Management practice, where we help individuals and families bring clarity, confidence, and purpose to their financial lives through disciplined, goals‑based guidance. With decades of combined experience, we take the time to understand what matters most to you and provide comprehensive strategies—from retirement and education planning to portfolio design, tax‑efficient approaches, and estate planning services—integrating thoughtful banking and lending solutions along the way. Blending rigorous expertise with genuine care, we serve as long‑term partners in helping you build, manage, and preserve wealth for today, tomorrow, and generations to come. |
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Meet Our Team
Joseph Nelligan,
CFP®, CPFA®
Senior Vice President, Wealth Management Advisor
201.841.2477
201.841.2477
Gregory R Kizelevich,
ChFC®, CFP®
Assistant Vice President, Wealth Management Associate
908.685.3287
908.685.3287
Insights
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.
ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.