Merrill Lynch Financial Advisor Edward T. Donnelly Jr. 7 Roszel Road, Princeton, NJ 08540

Merrill Lynch Financial Advisor Edward T. Donnelly Jr. is a trusted finance institution located at 7 Roszel Road in Princeton, New Jersey, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. With a team of talented and experienced professionals, Merrill Lynch offers a full range of wealth management services to corporate executives, business owners, and high net worth families.

Edward T. Donnelly Jr. joined Merrill in 2011, bringing with him 20 years of professional experience in the financial services industry. His team combines industry knowledge and capabilities with the global resources of Merrill to provide personalized and trustworthy service to clients. Whether it's managing corporate benefit programs, concentrated stock positions, or important transition events, Edward and his team are dedicated to helping clients achieve their financial goals.

At Merrill Lynch Wealth Management, the focus is on understanding what matters most to each client, whether it's transferring wealth to the next generation, customizing financial approaches, or providing guidance on important financial decisions. The institution offers tools and resources to help clients track changes in their lives and financial goals, ensuring that their financial approach remains aligned with their aspirations.

Through the Investment Personality Assessment, Merrill helps clients refine their investing preferences and develop a customized financial approach tailored to their individual goals and priorities. The institution's mission is to understand each client's unique needs and design a personalized plan to help them pursue their financial goals while managing investment risk.

With the Merrill Personal Wealth Analysis™, clients receive a personalized plan centered on their goals and focused on achieving what they want in the future. Regular check-ins and reviews ensure that the financial approach remains aligned with any changes in the client's life or the financial markets.

Merrill Lynch Financial Advisor Edward T. Donnelly Jr. and his team are dedicated to helping clients achieve their financial goals and provide access to the investment insights of Merrill and banking solutions from Bank of America. By focusing on potential solutions that can turn goals into reality, the institution aims to help clients navigate their financial journey with confidence and peace of mind.