Michael Dolloff

Empowering People Through Financial Planning At its core, financial planning is about helping people use their resources to get the most from their time. Our financial planning process is designed to help you clarify what's most important and ensure your money is best aligned to support that vision. Knowing our goal is the compass that guides your financial path, but no direction is favorable until we know where we’re going. We operate a virtual office, providing a wealth management experience that emphasizes convenience, effectiveness, and flexibility for our clients. We'll help you feel more connected with your money and confident in your financial position. Let True North help guide you on life’s journey.

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.

Lisa Morrison is a Wealth Management Advisor with more than 38 years of experience at Merrill Lynch Wealth Management. She is known for building relationships that span two and three generations of client families across more than 25 states. Lisa’s approach emphasizes proactive financial planning, addressing clients’ likely challenges in advance to support their financial health and emotional wellbeing. Her areas of expertise include executive compensation, equity compensation services, family wealth management strategies, legacy planning, retirement income, and socially responsible investing. Lisa holds multiple professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She graduated summa cum laude with a Bachelor’s degree in Business Administration from Centenary College. Lisa serves as Immediate Past President and current Trustee of the Greater Middlesex-Somerset Estate Planning Council, leveraging a nationwide network of subject matter experts to benefit her clients. She is active in her community through volunteer coordination for Girls on the Run and membership in the Glen Gardner Women’s Club. Lisa resides in Glen Gardner with her husband and has two adult sons. Her personal interests include biking, boating, gardening, hiking, reading, traveling, and yoga.