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.
The Kent Mollo Group, along with our families, invite you and your family to a baseball game!
Our family invites you and your family to Shady Brook Farm!
Please say you will join us for live music, food and various fun fall activities at Shady Brook Farm in Yardley, PA. This is a friends and family event so please feel free to share this invitation with your loved ones.
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.
