Westfield, NJ South Ave W Office

Susan Blomster is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Clearing for ten years before joining Merrill. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Meagher is a financial advisor at Merrill with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Merrill since 1982 and has been affiliated with Bank of America, N.A. since 2011. Merrill serves a wide range of clients including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage custody services. The firm integrates these services with Bank of America affiliates and emphasizes managed accounts and manager selection supported by its Chief Investment Office and platform oversight.

Jeremy Herbert is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides personalized wealth management services with a planning-based approach focused on investments. His practice emphasizes building client relationships founded on trust, integrity, and satisfaction, with a long-term strategy grounded in asset allocation and diversification. Jeremy’s expertise includes personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, and both individual and corporate investment strategies. His team currently oversees $500 million in client assets across various account types, including Defined Benefit and Contribution Plans, IRAs, SEPs, non-qualified accounts, and personal investment programs. Their service model is primarily fee-based, utilizing a goals-based wealth management approach. He holds multiple professional designations, including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jeremy earned a bachelor's degree from Saint Michael's College. He resides in Metuchen, New Jersey with his family.

Christopher Mannino is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. He earned his Bachelor's Degree from Virginia Polytechnic Institute & State University. Christopher follows a disciplined process that begins with taking the time to understand each client, their family, financial situation, and priorities. His client focus areas include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He aims to build meaningful relationships to positively impact the lives of his clients. Outside of his professional practice, Christopher has personal interests in baseball, basketball, football, golfing, ice hockey, music, reading, spending time with his family, watching movies, and yoga.

Mehmed Halid Aygun is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His background includes roles at Provident Bank and Marathon Science School, as well as work in the jewelry sector. 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, and institutional investors.

David Rehrer Jr. is a financial advisor with Merrill in Westfield, NJ, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Merrill Lynch since 2003 and Bank of America since 2009. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution services. The firm integrates with Bank of America affiliates and emphasizes managed account and tax-efficient strategies governed by a centralized CIO and platform oversight.

John Larkin is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Merrill since 1983 and has been with Bank of America, N.A. since 2011. Merrill, along 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 individuals, high-net-worth clients, and institutions.

Kathleen Monahan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 20 years of experience in the financial services industry, specializing in areas such as Divorce Transition Planning, Executive Compensation, Family Wealth Management Strategies, retirement planning, and socially responsible investing. Kathleen and her team focus on providing personalized client service and strive to deliver a comprehensive client experience built on trust and integrity. Her approach emphasizes educating clients to ensure they fully understand their investment strategies, with a focus on long-term asset allocation and diversification. Kathleen holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned her Bachelor's Degree from Montclair State University. Outside of her professional role, Kathleen resides in Cranford, NJ with her husband and their Bernedoodle, Molly. They enjoy hobbies such as golf, hiking, cooking, and reading. Kathleen also dedicates time to volunteering with local charities.

Michele Cerrato Mannino is a Wealth Management Advisor with Merrill Lynch Wealth Management, holding the position of Senior Vice President. With over 30 years of experience in the financial industry, she specializes in serving high-net-worth individuals, corporations, foundations, and pension accounts. Michele’s expertise includes portfolio management, philanthropic planning, family wealth management strategies, corporate executive services, retirement planning, and college education planning. She is a qualified Senior Portfolio Advisor who guides clients through personalized strategies incorporating Merrill or approved third-party investment managers' offerings to help achieve both short- and long-term financial goals. Michele holds a Bachelor of Science degree in Administrative Sciences from Montclair State University and an MBA in Corporate Finance from Monmouth University. She has earned the Personal Investment Advisor (PIA) designation and focuses on a goals-based wealth management approach to address complex financial needs. Michele often collaborates with a team of Merrill specialists, particularly for retirement and estate planning matters. Since November 2021, she has worked alongside her son, Christopher, a CERTIFIED FINANCIAL PLANNER® professional, enhancing her practice through their partnership. Outside of her professional work, Michele is an active community member, having served as a board member of the League of Women Voters. She is also a catechist at the Church of St. Helen in Westfield, New Jersey, where she resides with her husband, Steve. Michele’s personal interests include cooking, reading, sewing, tennis, watching movies, and spending time with her family.

Brigita Z. Rumpeters is a Wealth Management Advisor with over 30 years of experience at Merrill Lynch, where she began her career in 1989 in the Westfield, New Jersey office. She works with affluent clients, non-profit organizations, and small businesses to provide investment management and wealth preservation services. Brigita develops personalized strategies accounting for clients' risk tolerance, time horizons, liquidity needs, and investment goals. She offers a broad range of services including portfolio management, stock option analysis, retirement strategies, hedging and monetization of concentrated equity positions, life insurance analysis and funding, as well as wealth preservation and transfer services. Additionally, she provides various lending and mortgage services and advises on cash management, business lending, and retirement plans for small businesses and non-profit organizations. Brigita holds a Bachelor of Science degree in Business/Marketing from Stockton University. She has earned multiple professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), enhancing her expertise in retirement planning and fiduciary responsibilities. Beyond her professional work, Brigita volunteers with several local non-profit organizations, including the Center for Hope. She is also an avid volleyball player, actively participating in co-ed leagues and tournaments. Brigita resides in Westfield with her husband, Artis, and their three children: Andrejs, Sintra, and Krista.

Candice Epp is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, Merrill, and Wells Fargo Clearing. Merrill, along 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bernard Pigott is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and Merrill, as well as owning a Fit Body Boot Camp franchise and operating Pigott Consulting. 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.

Mark Soldati is a financial advisor with Merrill and holds Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Merrill and Bank of America since 2013. Outside of his advisory role, he serves as Director of Finance for the Raritan Yacht Club, a charitable organization. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Larkin is a financial advisor with Merrill in Westfield, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2010 and previously at Fidelity from 2007 to 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth individuals, pension plans, corporations, and charitable organizations.

Travis Cimino is a financial advisor at Merrill with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Compass Private Wealth Group LLC, Santander Securities LLC, Santander Bank, and PNC Bank. Outside of his advisory role, he is employed as a Range Safety Officer at RTSP LLC, a gun range in Randolph, NJ. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.