Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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 25 years, the last 22 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 the father of 2 children, Grady,20, junior at the US Air Force Academy and Karly,19,sophomore at Montana State Univ. When not in the office, he stays busy,as the Head Varsity Softball Coach at Arcadia High School. He loves to spend time with his family being outdoors, hiking and boating.
*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Christopher Newport University
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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
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.