Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Merrill Lynch

Gabriel & Associates

Wealth Management Group

Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management

At Gabriel & Associates, we hold two core beliefs:

1. People and relationships produce an eternal legacy
2. How we use money reflects our ultimate values

Faithful to these principles, our mission for our clients is:

First, to help them determine why, how, and where they can best deploy their resources, and

Second, to steward those resources in a manner that produces their desired personal and community impacts, each and every day.
Welcome

At Gabriel & Associates, we work with families, non-profit organizations, and private business owners to support wise decisions surrounding money. Additionally, we empower our clients to make effective financial choices in order to enable more of their time to be spent doing what matters to them most.

Our hope is that this website will illuminate what makes our practice unique, particularly our focus on wisdom and stewardship with regard to money.

Core Virtues

To implement our mission, our team commits to three essential virtues:

  • Purpose – we assist the families and organizations we serve in expressing their values and priorities through the deployment of their assets
  • Excellence – we strive to deliver outstanding results through proven processes
  • Humility – we incorporate diverse perspectives and collaborate effectively in service to our clients’ goals

We pursue true success for our clients not merely through the accumulation of wealth but also through realizing fulfilling lives across generations.

Key Commitments

We focus on three key commitments to our clients:

  • Clarity 
  • Confidence 
  • Comfort

Based on each client’s unique objectives, we strive to present clear information that leads to confident decisions and comfortable results. The aim is true financial well being.

Ultimately, we serve across the dimensions of money, meaning, abundance, and generosity. We help our clients to create thriving, purposeful lives for themselves and those they love. We further assist them in contributing towards a flourishing society through the positive alignment of their values with their resources.



*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

Services & Capabilities

The capabilities we employ range broadly across wealth management planning, wealth structuring, and investment management. Our focus is philanthropic strategy in the service of clients for whom giving is a priority. An overview of our capabilities and the services we provide is below:


Picture1.jpg

  • Statement of Financial Purpose Development
  • Holistic Goals-Based Wealth Management Planning
  • Customized Investment Management and Portfolio Construction
  • Strategic Giving Analysis 
  • Estate Planning Services
  • Cash Flow Management / Balance Sheet Evaluation 
  • Risk Management/Insurance Evaluation and Planning
  • Retirement Income Planning
  • Business Exit Planning
  • Education Planning
  • Alternative Investments
  • Lifetime Gifting & Legacy Planning
  • Personal Philanthropy
  • Wealth Transfer
  • Private Foundations
  • Family Governance
  • Access to Fiduciary Trust Services
  • Lending and Mortgage Needs
  • Health and Long-Term Care

*Banking products and services provide by Bank of America, N.A.

*Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly-owned subsidiary of Bank of America Corporation.

*Institutional Investments & Philanthropic Solutions (“II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

Investment Approach

We employ a unique, proprietary philosophy known as “Methodological Diversification”. Broadly speaking, we seek to provide true diversification, not simply through generic asset allocation, but through an allocation to fundamental, cyclical, and tactical factors in order to create customized portfolios that fit a client’s individual needs.

This process centers around monthly investment committee meetings in which we conduct a systematic review and due diligence of custom portfolios, discuss rebalancing considerations, and review investment insights harnessed from BofA Global Research, rated as one of the Top Global Research Firm by Institutional Investor magazine.


*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2020 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. 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. For more information about this award, go to https://www.institutionalinvestor.com/article/b1qbhr3x612gz1/The-Research-Firm-That-Won-2020 . Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

  • Ultimately, we serve across the dimensions of money, meaning, abundance, and generosity. We aim to help our clients create thriving lives, meaningful legacies, and a flourishing society for themselves and those they love through the positive alignment of their values with their resources.

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.

James Camarda

Alternative Investments Regional Specialist

Bank of America, N.A.

Lauren Galvin

Wealth Strategist

Merrill

Robin Furth

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #652512

Upcoming Events

Gabriel & Associates February Market & Investment Briefing

February 15th, 2023|12:30 PM - 1:15 PM EST

At Gabriel & Associates, we host a monthly Market & Investment Briefing featuring the latest research from BofA Global Research presented by Chris Gabriel, Senior Vice President & Wealth Management Advisor.

The team invites you to join us for the webinar session at 12:30pm EST on Wednesday, February 15th.

To request an invitation, please contact Taylor Burns at btaylor.burns@ml.com or 404.231.2496.



*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.

    Past Events

    Gabriel & Associates January 2023 Market & Investment Briefing

    January 18th, 2023|12:30 PM - 1:15 PM EST

      Gabriel & Associates November Market & Investment Briefing

      November 16th, 2022|12:30 PM - 1:15 PM EDT

        Gabriel & Associates October Market & Investment Briefing

        October 19th, 2022|12:30 PM - 1:15 PM EDT

          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.


              MLBrochure.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.



              Anthem video thumb.jpg 
              Transcript of Video 

              No question too big or moment too small

              For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

              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.

              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.