Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Learn more about an advisor's background on
FINRA's BrokerCheck
Gabriel & Associates works with families, non-profit organizations, and private business owners to support wise decisions regarding your money. It is the team's aim to empower you to make effective financial choices in order to enable more of your time to be spent doing what matters to you 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.
To implement this mission, the team commits to three essential virtues:
The team focuses on three key commitments to you:
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:
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 2022 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. Learn more about the methodology at Institutional Investor. 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.
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.
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.
Alternative Investments Regional Specialist
Bank of America, N.A.
Wealth Strategist
Merrill
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #652512
June 21st, 2023|12:30 PM - 1:15 PM EDT
The Gabriel Group hosts a monthly Market & Investment Briefing featuring the latest research from BofA Global Research presented by Chris Gabriel, Senior Vice President & Wealth Management Advisor and Taylor Burns, Financial Advisor.
The team invites you to join us for the webinar session at 12:30pm EDT on Wednesday, June 21st.
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.
May 17th, 2023|12:30 PM EDT
April 19th, 2023|12:30 PM - 1:15 PM EDT
March 15th, 2023|12:30 PM - 1:15 PM EDT
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
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
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.
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.
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.
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.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.