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Pennbrook Group

Private Wealth Advisors

SUMMIT EXECUTIVE CENTER

1 DEFOREST AVE

SUMMIT, NJ 07901

908.522.3339

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About us

About Us

The Pennbrook Group combines our distinct backgrounds to achieve a common goal: to provide our clients with customized wealth management services to pursue their financial objectives. With a combined 60 years of experience in financial services our team is positioned to apply Merrill Lynch’s Goal-Based Wealth Management process for our diverse group of clients including business owners, institutional investors, professional athletes, family offices and public and private executives. Our industry wide relationships afford us the in-depth level of research and insight we need to make decisions around asset allocation. We also have a proven track record of helping public executives navigate concentrated and restricted stock positions. As trusted financial advisors we are committed to producing consistent outcomes for our clients while taking the least amount of risk possible.

Asset allocation does not ensure profit or protect against loss in declining markets.

AWMA® and Accredited Wealth Management AdvisorSM are registered service marks of the College for Financial Planning.

Meet the team

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Brad Nettune

Managing Director

Private Wealth Manager

908.522.3346

908.522.3346

bradley.nettune@ml.com

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Trey Whipple

Senior Vice President

Financial Advisor

908.522.3341

908.522.3341

trey.whipple@ml.com

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Meet the team

Brad Nettune

Managing Director

Private Wealth Manager

908.522.3346

908.522.3346

bradley.nettune@ml.com

Add to address book

Read Bio

Trey Whipple

Senior Vice President

Financial Advisor

908.522.3341

908.522.3341

trey.whipple@ml.com

Add to address book

Read Bio