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PROFESSIONAL PROFILE Our Philiosophy Benefiting from the lessons history has taught about the importance of properly managing risk, The Cardinali Group adheres to a disciplined, proactive, consultative risk management process. This process delivers a consistent yet customized financial advisory experience. Our Approach Prior to offering any strategies, the team considers the various aspects of your life, taking the time to fully understand who you are and what matters most to you as an individual, an investor and/or a business professional. With this knowledge, the team is able to help you establish realistic objectives, develop an appropriate strategy and only then recommend strategies that draw upon the breadth, depth, and resources of the Merrill Lynch/Bank of America partnership. Emphasizing tax efficient retirement income planning as well as legacy and philanthropic planning, The Cardinali Group will partner with your other trusted advisors (CPA’s, Attorney’s, etc) to coordinate all aspects of your financial life. Furthermore, in order to provide exceptional service the team will conduct regular reviews with you to help monitor your progress toward reaching your goals. Consequently, we will work to keep your strategies consistent with any changes that may take place in your life and/or business, and adjust your plan accordingly.
Richard Cardinali has been in the financial services industry since 1997 and specializes in providing holistic wealth management advice and services to families, individuals and businesses. Beginning with Bank of America, Rich and the Team transitioned to Merrill Lynch in 2008. In addition, with his breadth of knowledge and experience, Rich has been selected as a member of the working group that is establishing the strategies for enhancing the Retirement Group. A native of New York City, he obtained his B.A. degree from Bucknell University and lives with his wife and three children in New Jersey.Paige Metzger has been in the financial services industry for over 20 years. A third generation Wall Street professional, Paige brings a distinctive level of knowledge to the team. As a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., Paige adheres to a commitment to ethics for clients. Paige’s focus is on asset allocation modeling, portfolio construction and manager due-diligence. Her responsibilities include performance reviews and tactical and strategic portfolio manager changes. Originally from New York City, Paige now calls New Jersey home and lives there with her husband and two children. Jacqueline Bartels obtained her B.A degree from Caldwell College and has over 24 years of experience in both banking and investments. In 2003, Jacqueline joined the Cardinali Group as a Registered Senior Client Associate. Jacqueline’s primary responsibilities are business management, client communication, marketing and team development. Jacqueline lives with her husband and two children in New Jersey. Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Senior Financial Advisor
Senior Vice President
Reg Senior Client Associate
Paige Metzger is registered to do business in : AZ, CA, FL, HI, MA, MD, MI, NC, NJ, NY, PA, SC, VA, VI, VT, WV, WY
Richard G. Cardinali is registered to do business in : AZ, CA, FL, HI, IL, MA, MD, MI, NC, NJ, NY, PA, TX, VA, WA
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.