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100 SOMERSET CORP CENTER BLVD
Wealth Management Advisor
Managing Director-Wealth Management
Senior Vice President-Wealth Management
Reg Senior Client Associate
Registered Client Associate
Named on Barron’s Top 1,200 Financial Advisors in 2015 for 6th consecutive Year.*Named to The Financial Times Top 400 Financial Advisors in 2014 & 2015.*The Kugel Briegs Group has served the retirement planning and wealth management needs of clients for over 20 years. We serve hundreds of families who have entrusted us with over $1.1 Billion in assets (as of July, 2015).Our group offers both the true intimacy and personal attention of a small boutique and the global resources of one of the world's largest financial services firms. We are easy to reach and highly responsive when clients need us.Our purpose, first and foremost, is to understand you.To take the time to ask hard, smart questions and to listen carefully until it's understood, in great detail, exactly where you stand today. And where you'd like, and need, to be tomorrow.We then help you design, implement and monitor a customized wealth management plan and time-tested investment program that helps you and your family to achieve your personal financial goals without undue sacrifice to your lifestyle or unnecessary investment risk.Wealth Management isn't merely moving money or chasing temporary gains. It is using wealth to turn goals into reality. The Kugel Briegs GroupTeam Members:Elliott M. Kugel, CFP®, CRPC®Managing Director - Wealth ManagementWealth Management AdvisorNamed to Barron’s Top 1,200 Financial Advisors in 2015 for 6th consecutive Year*Named to The Financial Times Top 400 Financial Advisors in 2014 & 2015.*Elliott joined Merrill Lynch as a Wealth Management Advisor in 1992. He has earned the CERTIFIED FINANCIAL PLANNER™(CFP®) certification (certification awarded by the Certified Financial Planner Board of Standards Inc.), as well as the Chartered Retirement Planning CounselorSM; (CRPC®). He has been an instructor at the Merrill Lynch National Training Center and a featured speaker at various Merrill Lynch seminars.
Prior to Merrill Lynch, Elliott earned his CPA license and worked with a Big Six accounting firm as an auditor of financial services companies (he does not provide tax advice in his role at Merrill Lynch). Elliott graduated in the top 2% of his class at the U.S. Naval Academy, and went on to serve as an officer onboard a strategic nuclear submarine in various management positions. He then served as an officer in the U.S. Navy Reserves for seven years, ultimately attaining the rank of Lieutenant Commander. Elliott received his MBA in Finance with honors from the Stern Business School of NYU, with an emphasis on investment and financial market analysis. Elliott resides in Montgomery, NJ with his wife Dina and their two daughters.David Briegs, CFP®, CIMA®, CRPC®Senior Vice President - Wealth ManagementWealth Management AdvisorDave has been a Wealth Management Advisor with Merrill Lynch since 1989. He has earned several leading industry designations including CERTIFIED FINANCIAL PLANNER™(CFP®) (certification awarded by the Certified Financial Planner Board of Standards Inc.), Certified Investment Management Analyst®(CIMA®)(from the Investment Management Consultants AssociationSM) and Chartered Retirement Planning CounselorSM (CRPC®) from the College for Financial Planning in Denver, CO. David holds a Bachelor of Science degree in Business Economics from Rutgers University. He completed the CFP® Professional Education Program at the College for Financial Planning and the IMCA Certified Investment Management Analyst® Program at the University of Pennsylvania Wharton School of Business. Dave has been a featured speaker at hundreds of Merrill Lynch seminars.Dave is a retired three-time U.S. National Champion in Skysurfing, and an expert skydiver with over 2500 jumps. He has competed in three ESPN X-Games, represented the United States in the World Championships as a member of the U.S. Team (1999), and was ranked third in the World when he retired from the sport. He is also an active martial artist and has a 3rd degree black belt in Combat Hapkido. Dave resides in Hillsborough, NJ with his wife Karen and their two children.Mark EriksonSenior Registered Client AssociateMark (aka the Wolf) is a 22 year veteran of Merrill Lynch. He is a valuable resource for clients, helping them invest and review their portfolios. Mark also adds high-level service experience to the team from his previous positions within the firm. He is a graduate of Loyola College in Baltimore and has a BS in Economics. Mark resides in Bernardsville, NJ with his wife Julie and their two daughters.Steven Parente, CRPC®Senior Registered Client AssociateSteve is an administrative partner on our team who handles administrative & service issues for clients. Steve helps clients best utilize the breadth and depth of Merrill Lynch resources. Steve is a graduate of Ramapo College of NJ with a degree in Economics, received an MBA with concentrations in Finance and Global Business from Rutgers University and earned the Chartered Retirement Planning CounselorSM (CRPC®) certification from the College for Financial Planning in Denver, CO. Steve has been with Merrill Lynch since 2007. He resides in Morristown, NJ.Colin SullivanRegistered Client AssociateOften your first point of contact, Colin also handles administrative and service issues. Colin is a graduate of Susquehanna University where he earned a BS degree in Business Administration, Emphasis on Marketing. He joined our team in 2013. Colin was the Captain of the Susquehanna University Swim Team from 2009-2011, the Most Valuable Collegiate Swimmer from 2009-2011 and the Head Coach of the Swim Team at the Basking Ridge Country Club. Colin resides in Hoboken, NJ.Michael VecchiaRegistered Client AssociateMike graduated from The College of New Jersey in 2013 with a B.S. in Finance. Later that year he joined Merrill Lynch, where he served as an Operations Representative for a year and a half before coming on board the Kugel Briegs Group. Prior to joining Merrill Lynch, Mike worked as the Asset Manager with a small real estate investment company in Trenton, NJ. In his free time, he enjoys playing the guitar and snowboarding. Mike grew up in Bethlehem Township, NJ and recently moved to Florham Park.*Source: Barron’s “America’s Top 1,200 Advisors: State-by-State” list, February 23, 2015. For information about the selection criteria, go to Barron’s Top Financial Advisors page. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron’s list consisted of 1,000 advisors. *Source: The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the Financial Times (March, 2015). For more information about the selection criteria, go to http://im.ft-static.com/content/images/047b2e0a-d10e-11e4-a840-00144feab7de.pdf. *Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants. *Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
David Briegs is registered to do business in : AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, VT, WA
Elliott Kugel, CFP®, CRPC® is registered to do business in : AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, VT, WA
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