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
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Bank of America, N.A.
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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.
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