Beckett George Bernstein Mulholland Wealth Management Group Team Photo

Beckett George Bernstein Mulholland Wealth Management Group

Merrill Lynch Wealth Management
1200 Howard Boulevard
Floor 3
Mount Laurel, NJ 08054
(856) 231-5554
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Beckett George Bernstein Mulholland Wealth Management Group
Merrill Lynch Wealth Management
Welcome

We share a common passion across our team, and that is our desire to help others. This passion stems from the financial challenges that we, our friends or families and clients have all experienced in the past. As witnesses to these challenges faced by important people in our lives, we recognize the need for a professional and caring team to help others realize the life they want. Helping clients pursue their financial goals is at the core of what we do; such as planning for their children's education, planning for retirement or the sale of a business and everything in between that involves an important financial decision. We strive to bring simplicity and transparency to the complexities of investing; making the intimidating task of planning for the future an exciting journey where you can depend that we are by your side every step of the way.

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With Merrill, the bull always has your back
Recognition
Jeffrey George
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
David Brady Award, 2016
Show more recognition
About Us
Approach

Working with us means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to the goals that matter most to you.

The value of the relationship with you includes:

  • helping you make informed decisions
  • recognizing your life priorities and goals
  • understanding your investment style
  • helping you prioritize and pursue goals
  • being transparent by making possibilities, fees and risks clear
  • taking steps to help you preserve income during a life challenge
  • educating the younger generation about investments and the markets
Thursday, June 13th 2024| 3:00 PM EST
Cyber Security Webcast

The summertime can present cyber criminals with opportunities to take advantage of college students back at home who may be taking on financial responsibilities for the first time and travelers who may be distracted while away from home. To help our clients protect their family and assets, we're pleased to continue our quarterly series of cybersecurity webcasts, with the next event on June 13 at 3 pm ET. This second event, entitled "Protecting yourself from cybercrime at home and on the go" will feature Ben Tweel, a senior cybercrime specialist with Bank of America's GIS team. Ben will explain why you might be at risk, what to be aware of and share some best practices to protect you, your family and assets.

*Attendees of the live event will be able to submit questions to the speaker.

**A replay will be made available shortly after the premiere – available for 30 days.

Click Here to Register

Meet Our Team
Jeffrey George,

CIMA®,CKP®,CPFA™

Senior Vice President, Wealth Management Advisor
856.231.5646
Stephen Bernstein,

CRPC™

Senior Vice President, Senior Financial Advisor
856.231.5562
Corey Mulholland,

CFP®,CPFA™

Senior Vice President, Wealth Management Advisor
856.231.5610
Mary M. Beckett,

CRPC™

Managing Director, Senior Consultant
856.231.5551
Amanda L Green,

CRPC™

Vice President, Business Manager
856.231.5549
CJ Walker,

AAMS™

Assistant Vice President, Investment Management Specialist
856.231.5552
Michael H Halliday,

ChFC®

Assistant Vice President, Wealth Management Associate
856.231.5553
Marilyn Serrano
Officer, Wealth Management Client Associate
856.231.5548
Patricia Fortuna
Officer, Wealth Management Client Associate
856.231.5554
Jared Hannah,

CRPC™

Registered Wealth Management Client Associate
856.231.5565
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.
Laurie B Joel
Wealth Management Banking Specialist
Marlon Walters
Wealth Management Lending Officer
NMLS #216972
Chris Claps
Alternative Investments Regional 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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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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.
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.
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.