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Maria C
Series 65, Series 63
Bridgewater, NJ
Merrill
Maria Christodoulou is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing personalized wealth management strategies to meet the diverse financial goals of her clients. Her approach focuses on full understanding of clients' financial priorities and leveraging resources from Merrill and Bank of America to offer comprehensive investment and banking solutions. With more than 30 years of experience in the financial services industry, Maria works closely with high-net-worth individuals and families. She develops customized investment strategies and financial plans that encompass asset allocation, retirement income, tax minimization, and estate planning. Her areas of expertise include education planning, family wealth management, legacy planning, socially responsible and ESG investing, as well as retirement and small business strategies. Maria holds a Bachelor's Degree from Rutgers and the Personal Investment Advisor (PIA) designation. She is multilingual, fluent in French, Greek, and English. Dedicated to community involvement, Maria mentors youth and participates with organizations such as Habitat for Humanity. In her personal time, she enjoys gardening, painting, and writing.
Christopher A
Series 66
Bridgewater, NJ
Merrill
Christopher Ashton is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management. He began his financial services career in 2005 and is a third-generation financial advisor. Christopher and his father formed The Ashton Group to offer clients a broader array of services and focused attention. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor designation. Christopher's expertise spans portfolio management, individual and corporate investment strategies, college education planning, divorce transition planning, family wealth management, legacy planning, personal retirement planning, and retirement income. He is a qualified Portfolio Manager capable of managing personalized or defined strategies that may include individual stocks, bonds, Merrill model portfolios, and third-party investment strategies, sometimes on a discretionary basis through the firm's Investment Advisory Program. Christopher holds a Bachelor's Degree from Rutgers University, where he was a four-year letter winner on the Track and Field team. Prior to his financial services career, he obtained property, casualty, life, and health insurance licenses. He lives in Tewksbury, New Jersey, with his wife and two daughters, maintaining a small farm. Christopher is an Eagle Scout and actively participates in local community and philanthropic groups. His personal interests include adventure sports, basketball, boating, camping, fishing, football, hunting, skiing, soccer, and spending time with his family.
Cheryl W
Series 66
Bridgewater, NJ
Merrill
Cheryl Witte is a financial advisor with Merrill, holding a Series 66 designation and over 21 years of industry experience. She has been with Merrill since 1996 and also works with Bank of America, N.A. since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Taylor B
Series 66
Bridgewater, NJ
Merrill
Taylor Boorse is a financial advisor with Merrill, holding a Series 66 designation and based in Bridgewater, NJ. Boorse has been with Merrill since 2025 and previously worked at Bank of America, N.A., as well as holding various roles outside the financial industry including positions related to community organizations and education. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.
Jayson D
Series 66
Bridgewater, NJ
Merrill
Jayson Dowd is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He worked at Morgan Stanley Smith Barney for nine years before joining Merrill in 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Elizabeth C
Series 63, Series 66
Bridgewater, NJ
Merrill
Elizabeth Coronato is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2011. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
William I
Series 66
Bridgewater, NJ
Merrill
William Ianni is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) credential. He is a first-generation college graduate from New Jersey City University Honors Business College with a Bachelor of Science in Finance. William works with a select group of individuals and families, including business owners, senior executives, medical professionals, and lawyers, to deliver customized financial strategies. His expertise encompasses college education planning, family wealth management strategies, services for endowments, foundations, non-profits, defined benefit plans, legacy planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. He serves as a resource for general investing, retirement planning, and saving for unexpected events and provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. William resides in Somerset County. Outside of work, he enjoys golfing, hiking, traveling, trying different foods and cuisines, and spending time with friends and family.
Jonathan B
Series 66
Bridgewater, NJ
Merrill
Jonathan Brosnan is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch since 2000, currently operating out of Bridgewater, NJ. Prior to joining Bank of America, N.A. in 2026, he spent over two decades with Merrill Lynch. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Anthony R
Series 66
Bridgewater, NJ
Merrill
Anthony Ruscetta is a financial advisor at Merrill with a Series 66 credential. He has been with Merrill and Bank of America since 2026. His prior work experience includes roles at Hobart and William Smith Colleges and other diverse positions outside the financial industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
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