John Braniff II
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Florham Park, NJ 07932
Credentials
Series 66
Industry experience
1 year
John Braniff II is a Financial Advisor with Merrill Lynch Wealth Management, where he works with the Harbor Group to assist clients in navigating financial systems to achieve their goals. He focuses on areas such as corporate executive services, family wealth management strategies, legacy planning, and tax minimization.
John's approach emphasizes simplifying complex financial matters through an efficient, client-centric process. The Harbor Group utilizes Merrill Lynch and Bank of America family office services to develop custom strategies tailored to retirement planning, education savings, wealth transfer, and other financial objectives. The group has been recognized by Forbes on their "Best-in-State Wealth Management Teams" list from 2023 to 2026.
He holds a degree in Economics from Boston College and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, John enjoys music, skiing, and spending time with his family.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
100 Campus Dr
Florham Park, NJ 07932
New Jersey · Texas
Bank of America N.A.
2024 - Present (2 years)
Merrill
2023 - Present (3 years)
Unemployed
2022 - 2023 (1 year)
Jay Peak Resort
2021 - 2022 (1 year)
Enterprise Rent-A-Car
2020 - 2021 (1 year)
Unemployed
2020 - 2020 (1 year)
Enterprise Rent-A-Car
2019 - 2019 (1 year)
Boston College
2019 - 2020 (1 year)
UBS
2018 - 2019 (1 year)
Bucknell University
2016 - 2018 (2 years)
unemployed
2016 - 2016 (1 year)
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