Kent Mollo Group
Merrill Lynch Wealth Management
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
For over 40 years Lisa Kent has witnessed up and down markets, strong and weak economies, and investment fads and bubbles of all kinds. What remains unchanged is her philosophy of helping clients live the best lives possible with the resources that they have. The Team strives to make simple what may be complicated, to promise to ask questions no one else asks, and to help solve complex financial challenges for their clients. With the investing insights of Merrill and access to the banking convenience of Bank of America, the Kent Mollo Group has a wide variety of strategies and services available to serve their clients.
Lisa's partners include her husband, Timothy Kent, a 31 year veteran of the financial services industry, Francesco Mollo who has served in this industry for nearly 18 years, and
Marissa Baldoni who is the CERTFIFIED FINANCIAL PLANNER™ professional on the team and is the fourth financial advisor with over 7 years of experience.
Stephanie Williams, a Registered Wealth Management Client Associate with over 8 years experience is joined by Maria Artemiou, a Wealth Management Client Associate.
Please join us!
Tax season is behind us; it is time to throw out unnecessary paperwork.
The Kent Mollo Group invites you to join us for coffee and doughnuts on Saturday, April 20, 2024.
We will have shredding bins available in the lobby of our office at 7 Roszel Road, Princeton, NJ.
Establishing plans to provide a sound future for your loved ones is an important part of any well-rounded legacy plan. Creating a Family Love Letter can help you have sensitive conversations with your family about preserving, protecting and transferring the legacy you will one day leave behind.
Please join The Kent Mollo Group with our guest speaker from Neuberger Berman for a discussion on how to give this "gift" to your family.
The Kent Mollo Group, along with our families, invite you and your family to a baseball game!
AWMA™, CFP®, CRPC™
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.
