The Herbert Monahan Group

Merrill Lynch Wealth Management
530 South Ave W
Westfield, NJ 07090
(908) 789.4322
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Our team guides clients in all areas of financial management, providing a high level of personalized service through planning-based advice. We strive for an exemplary client experience.  We believe that educating clients is paramount, so that they fully understand their financial strategy, stressing a long-term approach based upon asset allocation and diversification. Relationships are built on trust and integrity. We are their life-long resource in accumulating and preserving wealth.
The Herbert Monahan 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.

Meet Our Team
Jeremy Herbert,

CKP®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
908.789.4303
Kathleen Monahan,

CFP®, CSRIC®

Assistant Vice President, Senior Financial Advisor
908.789.4344
Johanna Aguilera
Officer, Registered Wealth Management Client Associate
908.789.4322
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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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.