Philip Murphy

Anand Thakkar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping busy professionals, business owners, and families develop coordinated, tax-aware financial strategies that align with their personal and long-term goals. Anand works closely with clients through personalized wealth management approaches, including college education planning, retirement income design, estate and legacy planning, tax minimization, and managing new wealth. With expertise in equity compensation strategies, concentrated positions, insurance and risk management, and philanthropic planning, Anand supports clients facing major financial events such as business sales, IPOs, and wealth transfers. He combines Merrill Lynch's investment insights with the banking and lending solutions of Bank of America to deliver comprehensive financial planning. Anand holds the Personal Investment Advisor designation and has completed executive education at Harvard Business School, in addition to earning a Bachelor's degree from Wayne State University. Anand is also committed to community involvement, volunteering with local organizations. Outside of work, he enjoys basketball, tennis, music, and reading. His approach emphasizes building one-on-one relationships to provide tailored, actionable financial strategies designed to help clients achieve their financial objectives.

Eric Aiello is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he is a team member of the RLA Group. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, along with credentials as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Eric has provided financial advice for over 22 years, focusing on portfolio and wealth management strategies tailored to high net worth individuals, families, foundations, and corporate retirement plans. As part of the RLA Group, Eric collaborates closely with clients to develop portfolio solutions that align with their financial goals and concerns. His expertise includes family wealth management, legacy planning, retirement income, services for endowments and non-profits, and managing transitions related to new wealth. The team aims to build long-term relationships grounded in trust, guiding clients through significant life events such as retirement and generational wealth transfer. Eric’s professional accomplishments include recognition on the 2024 Forbes “Best-in-State Wealth Management Teams” list and the 2022 Forbes “Best-in-State Wealth Advisors” list as a member of the RLA Group. Eric earned a Bachelor of Arts degree from Gettysburg College and a Master of Business Administration from Iona College. Outside of his professional work, he enjoys playing golf, as well as baseball, basketball, football, skiing, and soccer. He spends his leisure time traveling and with his wife Daniela and their children, Marco and Kara.

Gregory Goodman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 21 years of experience in the financial services industry, focusing on designing innovative strategies to help clients prepare for future financial needs. Greg emphasizes a comprehensive approach to wealth management, beginning with understanding each client's priorities and goals to create personalized plans that coordinate various aspects of their financial lives. Greg holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He is a member of the Investments & Wealth Institute™ and earned his bachelor's degree from Carnegie Mellon University. Greg's expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. Outside of his professional work, Greg is involved in coaching recreational youth sports. He resides in Franklin Lakes, New Jersey, with his wife and children.

William Cooney is a Vice President and Financial Consultant currently working at Fidelity Investments since 2013. He has over 30 years of experience in the financial services industry, with a career that includes roles at Merrill Lynch, Morgan Stanley, and Dreyfus Service Corporation. Throughout his career, he has navigated significant market events such as the dot-com bubble, the post-9/11 bear market, the 2008 financial crisis, and the COVID-19 recession. His extensive experience has provided him with insights into market cycles and client needs, enabling him to educate clients on maintaining their financial plans during periods of volatility. Prior to his current role, he served as Vice President and Financial Consultant at Merrill Lynch and Morgan Stanley, and as a Financial Adviser at Merrill Lynch and Dreyfus Service Corporation.

Jeffrey Bryan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads all portfolio and investment management activities for Tellis Bryan Wealth Management, delivering tailored risk and investment management solutions for institutions, charities, foundations, endowments, as well as high net worth individuals, families, and legacy trusts. With more than 35 years of experience managing money for institutional and private wealth clients, Jeff joined Merrill in 2016 after serving 11 years as a Director and Senior Portfolio Manager at BlackRock. Prior to that, he was a Senior Vice President and Senior Portfolio Manager at The Private Bank at Bank of America, where he managed over $5 billion in assets for the bank’s most complex and sizable client relationships. Jeff’s expertise includes constructing and managing comprehensive investment and credit portfolios through advanced asset allocation and risk modeling systems, overseeing risks related to highly concentrated assets, and managing complex trust and estate planning strategies. He has also lectured extensively across the country to professional investor and client groups. Jeff earned bachelor's degrees in Finance and Economics from the University of Missouri and holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, he enjoys fishing, hiking, and music.