The Harbor Group

Merrill Lynch Wealth Management
100 Campus Drive
Floor 03
Florham Park, NJ 07932
(973) 301-7609
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In today's complex market environment, we believe a group of diverse individuals with different backgrounds and skills have an edge over an individual advisor. In working with us, we believe clients can benefit from the combination of our individual strengths and experiences.
The Harbor Group
Merrill Lynch Wealth Management
Welcome

Client Focused Advice and Guidance At The Harbor Group, we don't just focus on investment services. We pride ourselves on delivering modern, sophisticated wealth management to help simplify the lives of hedge fund and private equity principals, Big Four accounting firm partners, and Wall Street and corporate executives.

Our experienced team utilizes its deep knowledge to provide strategic custom strategies designed to help you enhance, preserve and manage your wealth.

When you select The Harbor Group, you are supported by decades of experience in the financial services industry. As of January 2024, The Harbor Group is entrusted with approximately $2.00 billion in client balances. We believe our knowledge and experience with a broad range of services help differentiate us from other advisors.

Recognition
John Burke
Managing Director, Wealth Management Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2014-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2020-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The Harbor Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome
Client Focused Advice and Guidance

At The Harbor Group, we don't just focus on investment services. We pride ourselves on delivering modern, sophisticated wealth management to help simplify the lives of hedge fund and private equity principals, Big Four accounting firm partners, and Wall Street and corporate executives.

Our experienced team utilizes its deep knowledge to provide strategic custom strategies designed to help you enhance, preserve and manage your wealth.

When you select The Harbor Group, you are supported by decades of experience in the financial services industry. As of January 2024, The Harbor Group is entrusted with approximately $2.00 billion in client balances. We believe our knowledge and experience with a broad range of services help differentiate us from other advisors.

Meet Our Team
Andrew Allen
Senior Vice President, Wealth Management Advisor
973.301.6358
John Burke,

CRPC™,SE-AWMA™

Managing Director, Wealth Management Advisor
973.410.2309
Drew Rosenfeld,

CIMA®,CPFA™,CPWA®,CRPC™

Senior Vice President, Wealth Management Advisor
973.301.6349
Alexander Joyce,

CFP®

First Vice President, Senior Financial Advisor
973.301.7618
Jennifer E Rullis
Officer, Registered Senior Wealth Management Client Associate
973.301.7609
Connor Jackson
Officer, Registered Wealth Management Client Associate
973.301.6331
Nicholas G Malcolm,

CPWA®

Assistant Vice President, Senior Financial Advisor
973.301.7653
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.
Daniel G Bianco
Wealth Management Banking Specialist
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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ 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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.