The Pearlman Edgar Group is a six-member wealth management team based in Manasquan, New Jersey, just blocks from the Jersey Shore. The team delivers the high-touch service of a boutique family office, powered by the global scale and resources of Bank of America and Merrill.
Chris Edgar, who joined Merrill in 2010, co-leads the practice alongside Louis Pearlman, Managing Director & founding partner and Courtney Hogan, Senior Vice President & Resident Director.
The Pearlman Edgar Group proudly serves senior executives of publicly traded companies and middle market business owners—particularly those navigating transitions such as liquidity events, succession, or concentrated stock positions. With an emphasis on clarity, structure, and execution, the team provides advice that simplifies complex decisions.
Managing risk is at the core of the group’s approach—whether related to market volatility, tax exposure, longevity or estate planning. Their disciplined process integrates investment management, financial planning, and business transition strategies into a coordinated, long-term roadmap tailored to each client’s unique circumstances.
With a foundation of trust, experience, and access the investment insights of Merrill and the banking convenience of Bank of America, The Pearlman Edgar Group seeks to bring confidence to the moments that matter most.
* Asset allocation does not ensure profit or protect against loss in declining markets.
* Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.