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The GKH Group

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Merrill Lynch

The GKH Group

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Merrill Lynch
Wealth Management

At The GKH Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we’ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.

The GKH Group

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Welcome

GKH Group is committed to helping clients pursue the goals that matter most to them. A multi-generational team with over 100 years of combined investment experience, we have worked to earn the trust of our clients—understanding their families, values, businesses and financial needs. We believe that our experience and integrity, combined with our access to the vast resources of Merrill Lynch Wealth Management, form the cornerstone of client relationships and satisfaction.

We feel that wealth should be managed to help achieve outcomes that are personally meaningful to each client. Our experience guiding clients through numerous market fluctuations is the foundation upon which we’ve been able to construct portfolios that help our clients achieve desired goals.  We take the time to know clients as individuals and investors taking into account objectives, time horizon, liquidity, current and future cash flow needs, and sensitivity to risk. Whether clients’ priorities are saving for retirement, funding a college education, building a second home, caring for an ill family member, starting or selling a business, or leaving a legacy for the next generation- we create strategies that help connect their personal goals to desired financial outcomes. We see ourselves as a financial ally for each succeeding generation.

Our advisors have been recognized in Barron’s, Forbes & Financial Times. In 2020 and 2021, Joshua Kampf was named to the Forbes Best-In-State Wealth Advisors list and Barron’s named him to its Top 1,200 Financial Advisors: State-by-State list. Thomas Hutchison holds the Certified Investment Management Analyst® (CIMA®) designation, awarded by Investments & Wealth Institute™ in conjunction with the Wharton School. Tom was named to the Forbes 2020 and 2021 Best-In-State Wealth Advisors lists and in 2019, 2020, and 2021, Barron’s named him to its Top 1,200 Financial Advisors: State-by-State list. In 2014, Andrew Kampf was recognized by Financial Times as one of America’s top 400 Advisors. In 2009, 2010, 2011, 2012, 2014, 2015, 2016, 2017, and 2018 he was recognized as one of the Top 1,200 Advisors in the U.S. by Barron’s Magazine.

For details about financial strategies and recommendations that may be right for you, contact one of our financial advisors.

Click here to view team brochure

*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®.  Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.

*Source: The Barron’s “Top 1,200 Financial Advisors” list, March 12, 2021. For more information about the selection criteria, go to https://www.ml.com/articles/awards-recognition.html. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.

*Source: The Forbes “Best-in-State Wealth Advisors” list, February 11, 2021. For more information about the selection criteria, go to http://details-he.re/qg4zAM. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client’s experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.

*Source: The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the Financial Times (March, 2014). For more information about the selection criteria, go to http://details-he.re/fWZZLQ. All rights reserved.The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

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GKH History

The GKH Group has always been a family team. Elliot Glunts, one of the founding members of the GKH Group, started at Merrill in 1963. For the last eight years of his career, Elliot led a three-generation team with his grandson, Josh, and son-in-law, Andy. The red jacket worn by Josh in the team picture was earned by Elliot for making the “Chairman’s Club” in the 1970s and continues to be worn at various Merrill events in honor of his grandfather. While our team and family has grown and innovated significantly over the years, the principles that we were founded on remain the same: honesty and integrity.

Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Approach

We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Our Online Approach

Enjoy convenient, secure account access with MyMerrill®

We’re here to help you pursue your goals — and to make your busy life a little easier. With MyMerrill, you can access your investment accounts how, when and where you want to.

MyMerrill Features includes:

  • Portfolio Summary
  • Holdings
  • Unrealized & Realized Gain/Loss
  • Research & Insights
  • Activity
  • Statements
  • Secure Message Center
  • Real–Time Quotes
  • Money Transfers
  • Available to Withdraw (Cash and Margin)
  • Documents Vault
  • Bill Pay
  • Downloads
  • Watchlists & Alerts
  • e-Signature
  • Pay Merrill and Bank of America Credit Cards
  • Authorized Account Access (3rd Party)
  • My Financial Picture
  • MyMerrill Security Features
  • Document Scanning
  • MyMerrill Mobile App (available on Android, iPad and iPhone mobile devices)


Here are some quick videos to help you understand how it works.

To gain access or to learn more, please contact your financial advisor today!

Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Client Digital Capabilities

Step-By-Step Instructions

It is important to us that our clients have step-by-step instructions in order to take full advantage of the tremendous amount of technology available to them. The various instructions listed below are designed to guide our clients in navigating our diverse online platform.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Thomas L Hutchison

Forbes “Best-in-State Wealth Advisors”  2020 and 2021

Barron’s Top 1,200 Financial Advisors in 2019, 2020, and 2021

Joshua S Kampf

Barron’s Top 1,200 Financial Advisors in 2020 and 2021

Forbes “Best-in-State Wealth Advisors”  2020 and 2021

Andrew S Kampf

Barron’s America’s Top 1,200 Financial Advisors:State-by-State 2009 - 2012

Barron’s Top 1,200 Financial Advisors in 2014 - 2018.

Financial Times –“Top 400 Financial Advisers”  2014

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

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.

Lori Patrick

Lori Patrick

Wealth Management Banking Specialist

Merrill

Virginia Dobbs

Virginia Dobbs

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #167942

Your Financial Approach

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.

HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3

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.

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we 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.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


      Merrill_Capabilities_Brochure.png  

      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.