Loughran, Condit & Associates

7 Roszel Road
Floor 04
Princeton NJ 08540
(609) 243.6827
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Mission Statement
Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
Welcome

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.

Meet Our Team
Stephen Loughran,

CPFA®

Senior Vice President, Wealth Management Advisor
609.243.6813
Jeffrey Condit,

CFP®, CPFA®

Senior Vice President, Wealth Management Advisor
609.243.6811
Gregory Polhemus,

CPFA®

Assistant Vice President, Senior Financial Advisor
609.243.6831
Michelle L Bell
Officer, Wealth Management Client Associate
609.243.6827
Jeffrey Condit,

CFP®, CIMA®

Financial Advisor
609.243.7973
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.
Aileen T. Takio
Employee Benefits Specialist
Bank of America, N.A.
Karen Gower Hofrichter
Senior Wealth Management Lending Officer
NMLS #589277
Bank of America, N.A.
Lisa Rainforth
Wealth Strategies Advisor
Bank of America, N.A.
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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 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.