The Cullen Wealth Management Group

Merrill Lynch Wealth Management
77 Broad Street
Red Bank, NJ 07701
(732) 530.3021
Learn more about an advisor's background on
“Helping to preserve and enhance a clients’ overall wealth is critical to us,” Kevin explains. “We aim to educate clients about risks and opportunities – to help them plan for the lives they wish to live. Helping clients achieve goals that are important to them reminds us of why we are financial advisors."
The Cullen Wealth Management Group
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
Kevin Cullen
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2020-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Meet Our Team
Kevin Cullen,

CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
732.530.3021
Lisa Jacobs
Officer, Registered Wealth Management Client Associate
732.530.3107
Scott Michael Kirschner,

CRPC™

Wealth Management Specialist
732.530.3091
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.
Allison Baldino
Wealth Management Banking Specialist
Merrill
Elizabeth Kubeck
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #486013
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.