Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Al Gills is a First Vice President and Wealth Management Advisor in the Pasadena Merrill Lynch Wealth Management office. Al attended Old Dominion University and Christopher Newport University in Virginia obtaining a Bachelors degree in Business Management and a minor in Finance. He has served in the Financial Services industry for 22 years, the last 18 with Merrill. Al has obtained the CRPC® (Chartered Retirement Planning CounselorSM) designation. His focus is on forming long-term relationships and helping clients with all aspects of their financial lives.
Al works with individuals, families, and business owners at all stages of the business cycle from startup to maturity. Firstly, Al understands the unique challenges facing today’s business owners and he knows how to help you navigate through this current economic environment. As a committed family man, he also understands the challenges, concerns, and financial pressures that go into raising a family. This is why Al has committed himself to taking a thoughtful and holistic approach to both your business and family finances. This approach is oriented towards the long term, and begins by evaluating each client’s special financial needs and risk tolerance. Every client is unique, therefore the time and frequency needed to provide detailed financial and investment guidance may vary. Because there are many areas of financial interest to his clients, Al takes the time necessary to listen to and educate families and business owners about their choices and assist them in making thoughtful decisions appropriate for their current needs and aspirations.
Al is married to Yolanda, and a proud father of 5 children; Jessica, Grady, Gabriel, Karly, and Joseph. He loves to spend time with his family being outdoors, hiking and boating. He also spends a lot of time involved with the Athletic Booster Program at Arcadia High School, where his kids play baseball, softball, soccer, and run track on the high school teams.
*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Christopher Newport University
Personalized advice, disciplined investing and ongoing review can make this a reality.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer, NMLS #637495
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.