PROFESSIONAL PROFILE

Gabriel, Wealth Management Advisor, adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, Gabriel is able to help you establish objectives, develop an appropriate strategy and recommend solutions that draw upon the breadth and depth of Total MerrillSM to connect all the pieces of your financial life. Gabriel also conducts two mandatory reviews annually to help you monitor your progress toward reaching your goals and to keep your strategies consistent with any changes that may take place in your life and/or business.

Gabriel joined Merrill Lynch in 2007 after serving more than 5 years with State Farm Insurance and Financial Services. He holds a BS in Finance and he is a Certified Special Needs Advisor (CSNA). Drawing upon his professional training and personal experiences, Gabriel centers his practice on retirement planning, professional money management, business retirement plans and Special Needs planning. His comprehensive training in the area of Special Needs planning enables him to help families plan adequately to preserve the life-long financial security of a loved with a disability. Gabriel is also an active board member for The Center for Speech and Language Disorders (CSLD).