Merrill Financial Advisors in Princeton, NJ 08540 | Merrill (2024)

Branch Office Profile

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David joined Merrill in 1983 as a municipal bond desk trainee and held various roles at Merrill before joining the Advisory Division in 2000. David led multiple markets in VA, New York, and Philadelphia before joining the Princeton Market in 2018 as the Market Executive.

With 110 financial advisors and 60 other client-focused professionals, David strives to provide the best possible environment for advisors and to support their roles by recruiting, developing, and coaching them. He and members of the Market leadership team make every effort to expedite matters for both advisors and clients so advisors can spend more quality time with clients – not time searching for answers.

David grew up in Virginia and received a BS in Finance from Virginia Tech and holds two Executive certificates from the University of Pennsylvania Wharton School. David and his wife, Angela, have four children.

Agne Solano is the Market Client Relationship Manager for the Princeton Market. She joined Merrill in 2009 and has held a number of positions in Pennington on the New Accounts, Legal Account Services and Trade and Client Review Supervision Teams. Her latest role was as a Market Supervision Manager for the Princeton Market and the Suburban Philadelphia Market. She holds the Series 7, Series 66, Series 9 and Series 10 FINRA registrations.

Agne is a Drexel University graduate, majored in finance and international business. She grew up in Lithuania and speaks fluent Lithuanian and Russian languages. Agne resides in Ewing, NJ with her husband Edison and their two sons, Lucas and Simas.

John Ventriello is a Market Supervision Manager for the Princeton Market. John has over 40 years in the financial services industry, which includes 28 years of various Merrill field leadership positions, 10 years leading the Edge Supervision team. Prior to Joining the Princeton Market in October 2019, John was in a Digital Compliance role. John holds the Series 7, Series 63, Series 66 and Series 8 FINRA registrations.

John grew up in Old Bridge, NJ, lived in Houston, Texas and Charlotte, NC. Presently John lives in Monroe Township, NJ with his wife, Donna.

Joe Vazza is a Market Supervision Manager for the Princeton Market. Joe began his career at Merrill in 1978. He has held a wide range of leadership roles in New York City, Long Island and New Jersey. These roles include Operations Manager, Administrative Manager, Business Manager and Market Supervision Manager. Joe was also a Regional, Market and Divisional Administrative Manager in New Jersey and the Mid Atlantic Division. Joe holds the Series 7, Series 63, Series 66, and Series 8 FINRA registrations and Series 3 NFA registration.

Joe grew up in Brooklyn New York. He now resides in Old Bridge New Jersey with his wife, Linda. They have three children and one grandchild.

Erika Kelly is one of the Market Supervision Managers for the Princeton Market. She began her career as an intern at Merrill Lynch Wealth Management in 2016. After graduating college, Erika joined a large high net worth practice as a Client Associate where she served as the main point of contact to clients to help ensure the delivery of high-quality customer support strategies. She joined the Princeton Office Management Team in 2019 as the Market Supervision Manager Assistant. She holds Series 7, Series 66, Series 9, Series 10, and Series 3 FINRA registrations.

Erika graduated from The College of New Jersey with a degree in Finance. She is an alumna member of Phi Sigma Sigma and a member of Beta Alpha Psi. Erika lives in Hamilton, NJ with her husband, Bobby.

Luke Gilbertis the AssociateClient Relationship Manager for the Princeton Market.He began his career at Merrill in 2018 in the Merrill Edge call center. After graduating college, Luke joined the investment center for Merrill Edge where he was a Investment Specialist. He later was a Team Lead on our Trade Elevation Desk, which handles complex and escalated trades for our Edge Clients. He joined the Princeton Office Management Team in 2023. He holds Series 7, Series 66, Series 9, and Series 10.

Luke graduated from Rider University with a BS in International Business and Finance and is working towards a Masters of Finance Degree at Johns Hopkins University. Luke resides in Mount Laurel, New Jersey with his Fiancée, Laura.