I'm Rob Tucker, the founder of Tucker Wealth Advisory. I am a CFA® Charterholder. I spent 35 years in financial services after obtaining my MBA in Finance from Wharton. Having transitioned from life in large corporations, I am enjoying this phase of my career and the opportunity to help people chart their financial lives with confidence. I enjoy building relationships and hope that we have an opportunity to work together. Most recently, I have worked at BNY Mellon Wealth Management, JP Morgan and Bank of America/Merrill Lynch. I started my career as an engineer in the energy industry. I've got a quantitative edge. Numbers are important but are only part of the story, and I enjoy making complex topics simple and actionable for my clients. Born and raised in New York City, I have lived in New Jersey for many years where my wife Suzanne and I raised our two lovely daughters and now share our home with our rescue dog named Teddy. I look forward to meeting you and seeing what we can accomplish together. I listen carefully and provide a calm judgement-free environment with a strong quantitative approach. Pricing is flexible, with engagement options including project-based, hourly or on-going. Some of my services are: - Retirement Planning - Tax Planning - Investment advice - Retirement account analysis and strategies - Advice regarding Social Security and Medicare programs - Budgeting and cash management - Insurance reviews and analysis

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.

Robert Schiano is a Senior Financial Advisor with Merrill Lynch Wealth Management. He serves individuals, families, and corporate executives by providing wealth management services that integrate investment resources from Merrill and banking capabilities at Bank of America. Robert works collaboratively with clients’ attorneys and CPAs to address all aspects of their financial lives. Since joining Merrill Lynch Wealth Management in 2000, Robert has focused on developing personalized financial strategies tailored to his clients’ goals, risk tolerances, and time horizons. He begins each client relationship with a thorough information gathering and risk assessment process and provides ongoing reviews to ensure alignment with evolving objectives. His services include assisting retirees with 401(k) distributions, income planning, and legacy planning. Robert holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Jonathan Dayton. He participates in the American Cancer Society’s annual Relay for Life and volunteers locally. A New Jersey native, Robert lives in Mountainside, NJ with his wife and two children. In his leisure time, he enjoys skiing and fishing.

Catherine Coleman is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works directly with clients to identify their financial goals and develop portfolio strategies tailored to help achieve those objectives. She provides ongoing advice and adjusts strategies in response to changes in clients’ personal circumstances. Catherine holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Montclair State University. Her approach centers on understanding what matters most to clients and their families to create personalized financial plans.

Amira Ibrahim is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she focuses on understanding clients’ priorities and developing strategies to help them pursue their short-, mid-, and long-term financial goals. Her services include assistance with general investing, retirement planning, and preparing for unforeseen financial needs. Amira also provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Amira holds a Bachelor's Degree from the University of Illinois System and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is fluent in English and Arabic. Outside of her professional work, Amira is involved with the community organization Feed My Starving Children.

Christopher Marzella is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been since 2012. He works closely with individuals, families, and businesses to develop strategies aligned with their short- and long-term financial goals. His expertise includes managing concentrated stock positions, navigating key life transition events such as retirement, inheritance, or business sales, and coordinating with clients’ attorneys, accountants, and other advisors on matters like estate planning. Additionally, Christopher provides access to Bank of America services for clients' commercial banking and financing needs. Christopher holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma/GED from Baruch College. He resides in East Brunswick with his wife, Lisa, and their two daughters, Nicolette and Alexandra.

Edward Stellingwerf is a Wealth Management Advisor with Merrill, a division of Bank of America. He combines the global resources of Bank of America and Merrill with personalized guidance to assist individuals and families in addressing daily financial priorities while focusing on their long-term goals. Edward's approach emphasizes understanding each client's unique circumstances to build relationships founded on trust and discretion, aligning wealth management strategies with their purposes and priorities. With more than twenty-five years of experience, Edward's expertise includes wealth management banking services, trust and estate planning, investment management, custom lending and mortgage solutions, as well as retirement and financial planning. He also has experience with private business sales, ESOP transactions, aircraft and real estate financing, and wealth transfer strategies. Edward leverages Merrill's goals-based wealth management process and collaborates with dedicated specialists to offer a broad range of solutions aimed at supporting liquidity, preserving and growing wealth, and preparing clients to meet future financial objectives. Edward holds the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investments & Wealth Institute™ in conjunction with The Wharton School of the University of Pennsylvania. He earned a Bachelor of Arts in Economics from Rutgers University–Newark. In addition to his professional credentials, Edward has served on the Town of Westfield, NJ Board of Adjustments from 2013 to 2016 and the Town of Westfield Board of Communications from 2008 to 2009.