The Browne Dugary Group

Merrill Lynch Wealth Management
1200 Howard Boulevard
Floor 3
Mount Laurel, NJ 08054
(800) 869.7102
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The Browne Dugary Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Browne Dugary Group
Welcome

The Browne Dugary Group team brings shared ideas and resources to you, offering a strategy that puts you, rather than the market, at the center of the planning process. Offering access to the global investing capabilities of Merrill and banking solutions from Bank of America, the team can assist you in identifying and prioritizing personal goals. That might include planning for and funding your children’s or grandchildren’s educations, helping ensure that income lasts in retirement, covering potential health care costs, and preserving wealth. We then help to develop a personalized financial strategy aligned with your goals.

Recognition
Jeffrey Browne
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America's Top Next-Generation Wealth Advisors", 2017-2023
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
On Wall Street "Top 40 Advisors Under 40", 2021
Financial Planning's "Top 40 Brokers Under 40", 2020-2024
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2023-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Show more recognition
About Us
Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Meet Our Team
Jeffrey Browne,

ChFC®, CPFA™, CRPC™

Managing Director, Wealth Management Advisor
856.231.5501
Joseph Dugary,

ChFC®, CRPC™

Senior Vice President, Senior Financial Advisor
856.231.5589
Tesora L Specca
Assistant Vice President, Wealth Management Associate
856.231.5502
Jacqueline M Browne,

CRPC™

Assistant Vice President, Relationship Manager
856.231.5621
Donna M DeAngelis
Officer, Wealth Management Client Associate
856.231.5503
Nicholas Browne,

ChFC®, CFP®

Financial Advisor
856.231.5560
Jim Hoff
Financial Advisor
856.231.5545
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.
Jen J Parsons
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #644458
Janet Fowler
Wealth Management Banking Specialist
Merrill
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.
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.