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Lisa Kent

Lisa Kent

Lisa Kent is a Senior Vice President-Investments and Wealth Management Advisor with Merrill Lynch in Princeton, New Jersey.\nDuring her 30 plus years at the Firm, Lisa has witnessed both up and down markets, strong and weak economies, and investment fads and bubbles of all kinds. In all that time, she has experienced both revolutionary and evolutionary changes in social and economic environments, as well as the financial services industry. What has remained unchanged through it all is her philosophy of helping clients achieve their personal lifes' goals. Her team's process is customized for each household and makes use of the tools and resources only available through the powerful combination of Merrill Lynch and the Bank of America.\nLisa is a member of the Financial Advisor Faculty program, traveling around the firm and providing best practice guidance to her peers for both the Optimal Practice Model and Goals Based Wealth Management programs.  As an early adopter of the Merrill Lynch Clear process, she has also spoken at many FA forums and symposiums to share the message of the Firm’s branded effort at addressing the complex needs of the Baby Boomer generation.\nIn addition to her many internal presentations, Lisa holds 6 – 8 general retirement seminars as well as 6 events each year targeting the women’s market as well.\nThe Kent Team focuses on families, many of which encompass three generations. Her specialty is what she calls the ‘sweet spot’ of a retirement life cycle, typically helping clients get prepared and then advising them during their retirement experience. \n“Working to help my clients manage their retirement needs and then preserving their legacy for their families is one of the great rewards of being an Advisor for Merrill Lynch.”\n"If I can help my clients simplify their financial lives, and give them the best life possible with the resources that they have, than I have done my job".\nLisa’s business partner is her husband, Tim. Tim has been in the financial services industry since 1980. In this ever-changing world, an experienced partner makes all the difference. Tim has experienced virtually every market condition and helps clients stay disciplined as they identify and capture opportunity, even during periods of great volatility. He prides himself on his ability to earn clients’ trust and measures his success by the level of confidence their clients have in his abilities.\nThey are both graduates of Bucknell University and are the parents of three adult daughters and a black dog. They spend their leisure time either on the road on their new bikes or in their back yard, entertaining their friends and families.\nThey are joined by Frank Mollo, Financial Advisor, and Lorry Rosado, their Wealth Management Banker. \nTheir team is rounded out by an intern and Kelly Nilsen, their highly qualified and fully registered Client Associate and Emily Wolfmayer, their Investment Associate.