TWN Wealth Management Group
Merrill Lynch Wealth Management
The TWN Wealth Management Group is headquartered in East Brunswick, NJ. The ten members of our team have over 100 years of combined experience at Merrill and Bank of America. We work with a select group of business owners and affluent families, delivering highly customized advice and service.
As of June 2024, our team has been entrusted with over $2 Billion in client assets and liabilities.
Our team was named to the Forbes "Best-in-State Wealth Management Teams" List in the state of New Jersey in 2023 and 2024.
Published annually in January. Rankings based on data as of March 31 of prior year.*
*Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
We believe that the relationship between a Client and Advisor is the first step in developing a sound financial strategy. That relationship is what allows us to have a deep understanding of our Clients' goals. As Advisors, we sit on the same side of the table as our Clients when making financial decisions, helping them understand how each decision will impact their short term and long term goals and priorities. Drawing on our experience and utilizing the capabilities provided by Merrill and Bank of America, we are able to create customized strategies to realize these goals and priorities.
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.
