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Abboud Taggart Partners

Private Wealth Advisors

PARK AVE AT MORRIS COUNTY

100 CAMPUS DRIVE, FLOOR 03

FLORHAM PARK, NJ 07932

973.301.7656

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About us

TEAM MISSION STATEMENT

We help clients define and achieve their life goals in a complex financial world. Each plan is constructed based on the client’s unique needs and implemented using individual investments thus providing the greatest degree of liquidity, transparency and flexibility. Our multidisciplinary approach utilizes our diverse backgrounds and extensive industry experience, offering the exclusivity of a boutique firm with access to the depth and breadth of a world-class institution.

OUR APPROACH

Servicing a limited and exclusive client base allows us to personally craft, monitor and review plans and results. We believe that regular and frequent client meetings are an essential part of the investment management process, providing us the opportunity to make the most current and targeted planning recommendations. We believe tax planning and investment strategies are interrelated. The best results are achieved when both are integrated We believe that individual, transfer and estate tax rates and complexities will increase. We help clients navigate these changes. We believe that client meetings should occur whenever the client wants. We communicate directly with all your advisors to help ensure every aspect of your financial plans are integrated.

OUR EQUITY INVESTMENT STYLE

The greatest level of performance, transparency, and liquidity are achieved by selecting individual equity investments. We believe large-cap stocks should form the backbone of your equity portfolio, although we believe adding small and mid-cap stocks will add to portfolio diversification as well as exposure to new markets. We invest in companies that tend to have above average profitability, low debt and high cash flow. We believe client portfolios should include between 25-40 equity positions diversified amongst the various economic sectors. We believe that individual securities offer the best flexibility to compliment clients’ other assets.

Meet the team

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Christian Abboud

Senior Vice President - Wealth Management

Private Wealth Advisor

973.301.7654

973.301.7654

christian_abboud@ml.com

Read Bio

Michael Taggart

Senior Vice President - Wealth Management

Private Wealth Advisor

973.301.7656

973.301.7656

michael_taggart@ml.com

Read Bio

Ria Azzollini

Sr Private Wealth Assoc

973.301.7661

973.301.7661

ria.azzollini@ml.com

Read Bio

Dalia Bubbico

Sr Private Wealth Assoc

973.301.6353

973.301.6353

dalia.bubbico@ml.com

Read Bio


Latest Thinking


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Meet the team

Christian Abboud

Senior Vice President - Wealth Management

Private Wealth Advisor

973.301.7654

973.301.7654

christian_abboud@ml.com

Read Bio

Michael Taggart

Senior Vice President - Wealth Management

Private Wealth Advisor

973.301.7656

973.301.7656

michael_taggart@ml.com

Read Bio

Ria Azzollini

Sr Private Wealth Assoc

973.301.7661

973.301.7661

ria.azzollini@ml.com

Read Bio

Dalia Bubbico

Sr Private Wealth Assoc

973.301.6353

973.301.6353

dalia.bubbico@ml.com

Read Bio