Brown Roth Mote & Associates

Merrill Lynch Wealth Management
14 North Harrison Street
Princeton, NJ 08542
(800) 933.7674
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Based in Downtown Princeton, New Jersey, Brown Roth Mote & Associates is a financial advisory team within Merrill Lynch Wealth Management that focuses on helping a select group of corporations, non-profit organizations, and high net-worth families and trusts.  Our team provides an extensive array of financial services that help our clients simplify their complex financial lives.
Brown Roth Mote & Associates
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Tucker Brown
Managing Director, Resident Director - Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Brown Roth Mote & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Team
Tucker Brown,

CIMA®, CPFA™, CPWA®, CRPC™

Managing Director, Resident Director - Wealth Management Advisor
609.806.2563
Jeffrey Mote,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor
609.806.2565
Michele Gilligo
Assistant Vice President, Senior Financial Advisor
609.806.2567
Ruby Ochoa
Officer, Wealth Management Client Associate
609.806.2566
Kelly Nilsen
Officer, Registered Wealth Management Client Associate
609.806.2564
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.
Alak Patel
Wealth Management Banking Specialist
Merrill
Karen Gower Hofrichter
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #589277
Lisa Rainforth
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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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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
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.