Lugones Romero Group
Merrill Lynch Wealth Management
7 Roszel Road
Floor 04
Princeton, NJ 08540
(609) 243.7898
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Mission Statement
As deeply experienced and passionate advocates for financial wellness, our team shares your priorities and wants to help you create a benefits experience that can help participants prepare for retirement and feel more prepared for their financial futures.
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.

Recognition
Katherin Romero
Senior Vice President, Wealth Management Advisor
Forbes "America’s Top Women Wealth Advisors", 2020
(Published on April 21, 2020. Rankings based on data as of Sept 30, 2019.)
Working Mother/SHOOK Research's "Top Wealth Advisor Moms", 2020
(Published on September 29, 2020. Rankings based on data as of Mar 31, 2020.)
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2022-2023
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Meet Our Team
Katherin Romero,

CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
609.243.7906
Susana Lugones,

CRPC™

Senior Vice President, Senior Financial Advisor
609.243.7889
Penny A Iannello
Officer, Wealth Management Client Associate
609.243.7898
Patricia A Shreve
Assistant Vice President, Wealth Management Client Associate
609.243.7846
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.
Robert Jarvis
Investment Solutions Group Portfolio Strategist
Michael K Costo
Retirement Specialist
Saba Lodhi
Wealth Management Banking 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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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.