Michele Gilligo is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 1999. She specializes in helping individuals, families, and businesses develop financial strategies tailored to their short- and long-term objectives. Michele's areas of focus include college education planning, retirement income and personal retirement planning, liquidity management, portfolio management services, small business strategies, socially responsible and ESG investing, as well as services for endowments, foundations, and non-profits. Michele holds FINRA Series 7 and 66 securities registrations and the Professional Investment Advisor (PIA) designation. She earned a Bachelor of Science degree in Business Management from the Richard Stockton College of New Jersey. Michele works with a team of advisors and specialists to provide personalized service and customized financial solutions. She is fluent in English and French. Outside of her professional role, Michele lives in Chesterfield, New Jersey, and enjoys activities such as baseball, billiards, boating, fishing, gardening, hiking, music, and spending time with her family.

Kelly Nilsen is a financial advisor with Merrill in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Merrill Lynch since 2000. 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.

Jeffrey Mote is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Princeton, New Jersey. He provides a wide range of financial services aimed at simplifying complex financial situations for his clients. Jeff focuses his practice on assisting a select group of corporations, non-profit organizations, and high net-worth families and trusts. Jeff has been a financial advisor since 1999 and joined Merrill Lynch Wealth Management in 2006. Prior to this, he worked as an advisor with UBS Financial Services and Wachovia Securities. He holds several professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jeff graduated from Villanova University with a Bachelor of Science degree in Finance. He specializes in managing new wealth, personal retirement planning, and retirement income. Outside of his professional work, Jeff enjoys golfing, tennis, music, traveling, and spending time with his family. He resides in Doylestown, Pennsylvania with his wife and four sons.

Tucker Brown is the Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch as a financial advisor since 1995 and previously served as a senior loan officer at The Makefield Group. Tucker is a qualified Portfolio Manager authorized to manage portfolio strategies on a discretionary basis within the firm’s Investment Advisory Program. Tucker holds a Bachelor of Arts degree from Wheaton College and a Master of Divinity from Biblical Theological Seminary. He has earned several professional certifications, including the Certified Investment Management Analyst (CIMA) certification from the Investments & Wealth Institute, the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning Institutes Corp., as well as Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. His client focus areas include family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Outside of work, Tucker resides in Titusville, New Jersey, with his wife and three children. He serves on the boards of The New Song Foundation and the Pennington Cemetery Association and enjoys golf, live music, travel, baseball, ice hockey, painting, running, and spending time with his family.