Kevin Lynch

We focus on helping you make the most of your retirement resources in a tax-efficient way. Our specialty is retirement income planning, aka decumulation planning…how to best live off your nest egg and other sources of retirement income. We take a comprehensive approach to optimizing all of your available resources to help you most effectively achieve your retirement goals. Our holistic process integrates cohesive consideration of Social Security benefits, pensions, investments, real estate, annuities, insurance, work wages, etc. to maximize your retirement income. Furthermore, we carefully consider tax-minimization throughout each step of our process. We provide ongoing tax-efficient retirement planning and investment management. Unlike most advisors, our fee is not a percentage of your investable assets. We feel that method often overcharges clients who have been diligent savers but who do not have complex financial lives. Instead, our fee is a fair and transparent fixed annual amount.

Scott Cox is a Senior Financial Advisor based in Princeton, NJ, and serves as the business manager for the Barry Team at Merrill Lynch Wealth Management. He joined the Barry Team in 2008, bringing with him a decade of experience from Merrill’s Retirement Services group. Scott’s expertise includes servicing 401(k), pension, and stock option plans, providing a focused perspective on retirement and equity compensation strategies. Scott holds a Bachelor's degree and an MBA in Finance from Rutgers University, where he graduated cum laude. He holds the professional designations of Certified Equity Professional (CEP) and Personal Investment Advisor (PIA). Fluent in English and Spanish, Scott works with a variety of clients, including senior corporate executives, founders, business owners, and entrepreneurs across the United States. Residing in Whitehouse Station, NJ, Scott lives with his wife, Rishita, and their two daughters, Jiyana and Anaya. Outside of his professional role, he enjoys exercising, traveling, learning about different cultures, and is a fan of the New York Giants, Rangers, and Yankees.

Catherine Coleman is a Financial Advisor at Merrill Lynch Wealth Management. She holds the designation of Personal Investment Advisor (PIA) and has earned a Bachelor's Degree from Montclair State University. Catherine focuses on assisting women and families in managing their financial affairs by simplifying complex financial matters and handling detailed aspects of financial management. Her approach is centered on providing clients with reliable support and fostering informed, empowered decision-making. Catherine aims to build trusted relationships that allow clients to feel confident and alleviate the day-to-day burdens of financial management.

Damon Matzek is a Financial Advisor at Merrill Lynch Wealth Management. He brings nearly 20 years of experience in the financial services industry, focusing on helping successful individuals pursue their financial goals through personalized strategies. Damon emphasizes understanding his clients' needs and aspirations to develop tailored plans that aim to alleviate financial burdens and give clients back valuable time. Before entering financial services, Damon began his career in the Food and Hospitality Industry, where he gained experience working with diverse teams to deliver exceptional customer service. This background informs his approach to client relationships and service. He holds a Bachelor's Degree from Columbia University and has earned professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Outside of his professional life, Damon is an avid runner and spends time on the road pursuing this interest.

Preksha Vijaywargi is a Financial Consultant currently working at Fidelity Investments since 2020. She has experience in developing customized financial strategies tailored to individual client goals, emphasizing personalized conversations to understand client situations and provide transparency in decision-making. Her professional background includes roles as a Financial Advisor Trainee at Merrill Lynch in 2019, Senior Advance Wealth Manager at HSBC India from 2014 to 2018, and Premier Wealth Manager at HSBC India from 2012 to 2014. She holds a California Insurance License. Outside of her professional work, Preksha has interests in cooking and baking, social events with friends, movies, outdoor adventures, traveling, and yoga.

Christopher Marzella is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and joined Merrill Lynch in 2012. He focuses on developing strategies and providing advice for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. Chris has experience in helping clients manage concentrated stock positions and addressing challenges related to significant transition events such as retirement, inheritance, or the sale of a business. He also provides access to Bank of America for clients' commercial banking and financing needs and collaborates with clients' attorneys, accountants, and other advisors on estate planning services. Chris holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from Baruch College. Chris resides in East Brunswick with his wife, Lisa, and their two daughters, Nicolette and Alexandra.