Anjelica Brinkofski has been with Merrill since 2017. With a sharp focus on aiding business owners in navigating the complex waters of exiting their ventures, Anjelica's experience extends beyond wealth management planning- her guidance is holistic and prevailing in nature. Her approach with entrepreneurs focuses on two key aspects: the business level and the personal level, often intertwining the two to assure that her clients achieve their goals both personally and from the standpoint of their business.
Her strategies and experience in retirement planning are tailored not only for entrepreneurs, but also for women and families facing significant life transitions, be it planning for college or stepping into the golden years of retirement. Anjelica's experience isn't limited to retirement planning; she takes great pride in her tax management strategies for her clients, an invaluable aspect of their financial journey.
Anjelica lives in Belmar, NJ with her family. She is a mother of 2 and an avid triathlete. Her passion as a former college athlete and current competitor reflect her dedication and perseverance: traits that she bring to her professional endeavors daily as a Merrill financial advisor.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
