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Whatever your personal goals may be, I will work with you to develop a personalized financial approach designed to help you pursue whats most important to you. Jennifer M Cartagena on LinkedIn: #merrilllynch #paramusnj # The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service. Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. The firm, which is based in San Carlos, Calif., joined LPL's broker-dealer and hybrid registered investment. 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