Merrill Lynch Financial Advisor Michele L Gilligo
14 North Harrison Street, Princeton, NJ 08540
About the Business
Merrill Lynch Financial Advisor Michele L Gilligo is a finance institution located at 14 North Harrison Street in Princeton, New Jersey, United States. The institution is a part of Brown Roth Mote & Associates, a financial advisory team within Merrill Lynch Wealth Management that specializes in assisting corporations, non-profit organizations, and high net-worth families and trusts. The team offers a wide range of financial services to simplify the complex financial lives of their clients.
Their mission is to truly understand each client and their unique priorities. By listening carefully and asking thoughtful questions, they aim to create personalized financial plans to help clients pursue their goals while managing investment risk. The team focuses on practical solutions to turn aspirations into reality, whether it's planning for healthcare expenses, education costs, business transactions, or wealth transfer to future generations.
With access to the resources of Merrill and Bank of America, the team works with clients to develop tailored approaches to address their financial needs. They believe in starting every relationship with a conversation to identify and prioritize the goals that matter most to each individual. By utilizing the Merrill Investment Personality Assessment, they gain a deeper understanding of each client's investing preferences to customize their financial approach accordingly.
Recognized for their exemplary client service, the advisors at Merrill Lynch have received accolades such as Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors." The team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.
Through ongoing communication and regular reviews, the team helps clients stay on track to achieve their financial goals. They offer personalized investment strategies and comprehensive financial solutions to address the evolving needs and priorities of each client. With certifications such as CFP®, CRPC™, CIMA®, and CPWA®, the team is equipped to provide expert advice and guidance to help clients navigate the complexities of their financial lives.
Overall, Merrill Lynch Financial Advisor Michele L Gilligo is committed to putting clients first, providing personalized financial approaches that reflect their unique needs and aspirations. By working together, the team helps clients achieve their goals and live their best financial lives.
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Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
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