The Hinds Fisher Ahern Group
Merrill Lynch Wealth Management
1 Deforest Ave
Summit, NJ 07901
(908) 522.3313
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Mission Statement
The Hinds Fisher Ahern Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Welcome

As Merrill financial advisors, The Hinds, Fisher, Ahern Group offers advice and guidance based on your goals and priorities–for yourself, your family, and your business. We believe our wealth management philosophy is different, because we place the investor at the center of our focus, not the market. Using an understanding of your life as a foundation, our team will recommend appropriate financial strategies designed to help you pursue your goals, assist you as you track progress toward them and work with you to adjust your strategy over time as needed. When you succeed, we succeed.

Recognition
Michael Fisher
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Eric Hinds
Managing Director, Senior Resident Director
908.522.3313
Jordan Taffin,

CRPC™

Financial Advisor / Senior Portfolio Advisor
908.522.3339
Michael Fisher
Senior Vice President, Senior Financial Advisor
908.522.3303
James Ahern,

CIMA®, CPFA™

First Vice President, Wealth Management Advisor
908.522.3343
Lori A Gagliano
Officer, Registered Senior Wealth Management Client Associate
908.522.3304
Ray Doxey,

AAMS™

Assistant Vice President, Investment Management Specialist
908.522.3321
Matthew Joseph Pennell
Wealth Management Client Associate - RDA
908.522.3357
Laurence Haiken
Senior Vice President, Senior Financial Advisor
908.522.3328
Jessica P. McGowan
Registered Wealth Management Client Associate
908.673.1920
Patrick Kilcooley
Financial Advisor
908.522.3308
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.
Tricia Kropp
Wealth Strategies Advisor
Bank of America, N.A.
Janet Oleary
Employee Benefits Specialist
Bank of America, N.A.
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.
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.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.