Bedminster, NJ Crossroads Dr Office

Gerald Dowling is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, personal retirement planning, and retirement income. With a career spanning over 45 years, he works primarily with self-employed business owners and professionals to help them achieve their investment goals through retirement. Gerald’s expertise includes the selection of individual equities, municipal bonds, mutual funds, and ETFs. He entered the securities industry in 1979 and joined Merrill Lynch Wealth Management in 2005 following the acquisition of his previous firm. He holds multiple FINRA registrations, including Series 3, 7, 8, 63, and 65, as well as the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from Fairleigh Dickinson University and an MBA from Seton Hall University. Gerald resides in Madison, NJ with his wife, Dori, and they have three grown children. Outside of work, he enjoys traveling, watching movies, and writing.

Pratibha Sharma is a financial advisor at Merrill with two years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise, PNC Bank, and in insurance advisory roles. 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 strategies for a wide range of individual, institutional, and nonprofit clients.

Thomas Casey is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been active in the financial industry since 2010 and works closely with clients to address goals-based financial challenges such as retirement and estate planning, along with strategies to manage portfolio risks. Thomas employs Merrill's goals-based wealth management approach to help clients articulate and pursue their financial objectives. He holds a Bachelor's degree in Economics from Pennsylvania State University and a Master's degree from the College of Financial Planning. Thomas holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials reflect his expertise in wealth management and financial planning. Outside of his professional role, Thomas is involved with the Hills Tennis League, Junior Achievement, and The Somerset County Business Partnership. He lives in Bedminster, New Jersey with his daughter and enjoys participating in outdoor activities with her.

James Fahey Jr. serves as a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management in Bedminster, New Jersey. He assists a diverse client base including executives, healthcare professionals, retirees, and business owners in retirement planning, managing concentrated stock positions, equity compensation, and complex wealth planning decisions. Additionally, as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), he provides guidance to retirement plan sponsors and fiduciaries on plan governance and best practices. With a background as a U.S. Navy Veteran and decades of experience, James holds several professional designations including Accredited Asset Management Specialist (AAMS), Chartered Life Underwriter (CLU), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has completed an Accredited Certificate Program from the College for Financial Planning and is affiliated with professional organizations such as the Greater Middlesex Somerset County Estate Planning Council and the Somerset County Business Partnership. James is involved with institutions including Blair Academy, Fordham University, Lafayette College, and Lehigh University. His approach focuses on providing clear, practical advice and disciplined financial guidance to help clients pursue their financial goals with confidence.

Michael Tillberg is a financial advisor with Merrill in Bedminster, NJ, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Merrill since 2020 and previously spent 12 years at Scottrade, Inc., with brief roles at Wells Fargo Bank and Wells Fargo Clearing. 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 plans, corporations, and charitable organizations.

Frank Vigilante is a financial advisor with Merrill in Bedminster, NJ, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Merrill since 2015 and has worked at Bank of America, N.A. since 2016. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Cassidy is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with clients to address areas such as executive compensation, family wealth management strategies, and retirement income. His approach focuses on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals. Patrick holds the Personal Investment Advisor (PIA) designation. He completed his high school education at Carteret High School and attended Seton Hall University. Outside of his professional role, he enjoys golfing, spending time with his family, and traveling.

Mordechai Schnur is a Senior Financial Advisor at Merrill Lynch Wealth Management. He applies his extensive background in finance, including roles such as portfolio manager at a hedge fund and vice president of a trading desk at a major bank, to deliver wealth management and financial planning services. Since joining Merrill in 2020, he has leveraged the firm’s investment resources and the banking capabilities of Bank of America to support his clients. Beginning his finance career in 1997, Mordechai worked as an analyst focused on risk arbitrage and convertible bonds before advancing to portfolio manager at Lipper & Co.'s Merger Fund. He then joined BNP Paribas in 2002 as Vice President managing risk arbitrage and convertible bond trading. Transitioning to wealth management in 2010 at Wells Fargo, he built a practice serving a diverse client base ranging from middle-income individuals to high-net-worth clients. His areas of expertise include corporate benefits, executive compensation, family wealth management strategies, portfolio management, and personal retirement planning. Mordechai holds a Bachelor’s Degree from Yeshiva University and the Personal Investment Advisor (PIA) designation. He is committed to community involvement, volunteering with organizations such as The Brain Tumor Foundation. Outside of work, he enjoys basketball, fishing, traveling, and spending time with his family.