The Summit Group

Merrill Lynch Wealth Management
1 Deforest Ave
Summit, NJ 07901
(908) 522-3318
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Summit Group
Merrill Lynch Wealth Management
Welcome

Our mission is to understand you and your priorities. We take the time to ask smart questions, to listen carefully, and to understand exactly where your wealth stands today, and where you’d like it to be tomorrow. We help you design, implement and review a customized wealth management strategy that helps you and your family pursue your personal financial goals without unnecessary investment risk. Our wealth management approach is about using wealth to help turn goals into reality. When you succeed, we succeed.

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
Brad Nettune
Managing Director, Senior Financial Advisor
908.522.3346
Scott Nettune
Senior Vice President, Senior Financial Advisor
908.522.3354
Lauren Schneider,

AAMS™,CRPC™

Business Manager
908.522.3318
Nicolas Zolofra
Officer, Registered Wealth Management Client Associate
908.522.3334
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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AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.