The Cardinali Group
4400 Route 9 South
Freehold, NJ 07728
732.530.3020
Learn more about an advisor's background on
“We help our clients achieve a work-optional lifestyle through your own customized financial strategy. As your life evolves, your plan unfolds.”
Welcome

The team’s broad financial experience, which has been compiled through many market cycles, should be a focal point for individuals, families and businesses seeking a balanced financial planning approach. We believe that wealth must be carefully managed to help you achieve outcomes that are personally meaningful to you.

Recognition
Richard Cardinali
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Philosophy

Benefiting from the lessons history has taught about the importance of properly managing risk, The Cardinali Group adheres to a disciplined, proactive, consultative risk management process. This process delivers a consistent yet customized financial advisory experience.

Prior to offering any strategies, the team considers the various aspects of your life, taking the time to fully understand who you are and what matters most to you as an individual, an investor and/or a business professional. With this knowledge, the team is able to help you establish realistic objectives, develop an appropriate strategy and only then recommend strategies that draw upon the breadth, depth, and investment resources of the Merrill and the banking convenience of Bank of America. Emphasizing tax efficient retirement income planning as well as legacy and philanthropic planning, The Cardinali Group will work with your other trusted advisors (CPA's, Attorney's, etc) to coordinate all aspects of your financial life.

Furthermore, in order to provide exceptional service the team will conduct regular reviews with you to help track your progress toward reaching your goals. Consequently, we will work to keep your strategies consistent with any changes that may take place in your life and/or business, and adjust your plan accordingly.

As your life evolves, your plan unfolds.

Meet Our Team
Richard Cardinali,

CPFA™

Senior Vice President, Senior Financial Advisor
732.530.3020
Christopher William Junquet
Christopher William Junquet
Registered Wealth Management Client Associate
732.308.1246
Maria gloria Bailey,

AAMS™

Assistant Vice President, Business Manager
732.530.3061
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.
Dechen W Grimes
Wealth Management Banking Specialist
Merrill
Giancarlo Barone
Alternative Investments Regional Specialist
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.