Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

Save the date

Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

Save the date

Merrill Lynch

The Gabriel Group

Wealth Management Group

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

Merrill Lynch
Wealth Management

 

The Gabriel Group


Named to the 2024 Forbes
“Best-in-State Wealth Management Teams”   

Published on January 9, 2024.
Rankings based on data as of March 31, 2023
.


We are committed to helping you create
a thriving, purposeful life by:

  • producing clarity, confidence, and comfort from your wealth plans and
  • bringing meaning, impact, and generosity to your money
mediahandler/media/

Welcome

(Pictured left to right: The Gabriel Group alongside two trusted Merrill partners, Perry J. LeBlanc III and The Wiley Group led by Buck Wiley, CIMA®)


Do any of these situations describe you?

INDIVIDUALS, FAMILIES AND BUSINESSES

  • Are you a business owner committed to maximizing the positive impact of your company now and ensuring that your legacy continues through purposeful, productive transition planning and exit strategies?
  • Are you a corporate executive or partner in a professional firm considering how to optimize your resources and benefits to strengthen the loved ones and causes you care about?
  • Are you a successful artist, entertainer, athlete, inventor, faith leader, policy expert, or academic seeking to align your finances with your values and interests?
  • Are you an individual or family concerned about solidifying your legacy and supporting charitable and philanthropic causes in purposeful and productive ways?

PROFESSIONAL ADVISORS

  • Are you a professional advisor serving clients who prioritize giving among their financial goals?

NONPROFIT ORGANIZATIONS

  • Are you a nonprofit executive or board member looking to better steward your resources while raising more money for your cause?
If so, it would be our honor to offer you the unique capabilities of our team and network of trusted partners and resources. 

Our Philosophy

The Gabriel Group works to bring purpose and productivity to your money. We walk alongside you to help create the outcomes and legacies you desire for yourself, your loved ones, and the causes most important to you.

Ultimately, we help generous people be even more successful and successful people be even more generous.

Who We Serve


INDIVIDUALS, FAMILIES AND BUSINESSES

We address your areas of greatest concern by aligning your values and resources for maximum benefit in each area of your life: at work, at home, and in the community. 

At Work

  • How do I translate my success into lasting significance regarding the things I care about most: my work, my family, and the causes I support?
  • Are there ways to give more while paying less in taxes?
  • Am I maximizing all of the business-related benefits at my disposal
Sampling of Resources


At Home

  • How can I be sure my family has the right amount of resources organized in the right way? How can I make sure that I don’t leave behind too much money?
  • How much can I give and still ensure my family’s goals are met?
  • How do I engage younger generations in our family’s giving legacy?
Sampling of Resources  


In the Community

  • Why am I giving?
  • How should I give?
  • What, where, and when should I give?
  • How can I make a lasting, meaningful impact?
  • What is the difference between philanthropy and charity and which do I prefer?
Sampling of Resources

 

PROFESSIONAL ADVISORS

We partner with our clients' accountants, attorneys, insurance advisors, and related professionals serving the needs of generous-minded clients to create scenarios of Optimal Giving with maximum benefit for both the giver and the recipient.

  • How do I create estate plans for my clients that produce lasting “wealth success” across generations?
  • How can I strategically create wealth plans for my clients that support their desire to give?
  • How can I help my clients strategize about their generosity in ways that benefit them and the causes they care about?
  • How can my clients engage future generations around philanthropy to support family values, cohesiveness, leadership, and self-sufficiency?
Sampling of Resources
 

 

NONPROFIT ORGANIZATIONS

Chris Gabriel holds the Bank of America Global Institutional Consultant (GIC) designation as a Financial Advisor focusing on Endowments/Foundations/Not-for-Profits (EFN). As such, our team works alongside staff and volunteer leadership to promote the purposeful and productive management of institutional assets. To assist in raising more money, we promote meaningful and productive connections with donors to serve the continued growth, health, and impact of your organization and its mission. Our team helps nonprofit leaders answer critical questions by applying our principles of effective stewardship and optimal philanthropic engagement. 
 
  • How can we steward our resources for maximum impact now and going forward?
  • How do we ensure our fundraising efforts support and are in alignment with our organization’s mission? 
  • How do we build and maintain meaningful, lasting relationships with our donors?
  • How can we develop and enhance our donor pipeline?
  • How can we create and manage a truly effective planned giving program?
Sampling of Resources
Keys to Nonprofit Success         
          
Global Institutional Consulting, operating under the name “Bank of America,” is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”).Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.

Services & Capabilities

The capabilities we employ range broadly across wealth management planning, wealth structuring, and investment management. We focus on philanthropic strategy. An overview of our capabilities and the services we offer is below:

Merrill Services Wheel.png

  • Access to Fiduciary Trust Services
  • Alternative Investments (AI)
  • Business Ownership Planning
  • Business Transition/Exit Strategies
  • Cash Flow Management/Balance Sheet Evaluation 
  • Customized Investment Management and Portfolio Construction
  • Education Planning
  • Executive Equity-Based Compensation
  • Estate Planning Services
  • Family Governance
  • Health and Long-Term Care
  • Holistic Goals-Based Wealth Management Planning
  • Inheritance Strategies
  • Lending and Mortgage Needs
  • Lifetime Gifting & Legacy Planning
  • Liquidity Management
  • Nonprofit Development and Donor Relations
  • Leveraged Giving: Time. Talent. Treasure.
  • Personal Philanthropy 
  • Planned Giving Strategies
  • Private Foundations
  • Professional Advisor Support and Coordination
  • Statement of Financial Purpose Development
  • Strategic Giving Analysis 
  • Retirement Income Planning
  • Risk Management/Insurance Evaluation and Planning
  • Multi-Generational Wealth Transfer

 

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

*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

*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.

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.

Chris Gabriel

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Taylor Burns

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Kelly Curran Johnson

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

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.

Brad Linn

Wealth Strategies Advisor

Bank of America, N.A.

James Camarda

Alternative Investments Regional Specialist

Bank of America, N.A.

Israel Tadesse

Wealth Management Banking Specialist

Merrill

Upcoming Events

The Gabriel Group March Market & Investment Briefing

March 20th, 2024|12:30 PM - 1:15 PM EST

The Gabriel Group hosts a monthly Market & Investment Briefing featuring the latest research from BofA Global Research presented by Chris Gabriel, CIMA® Senior Vice President & Wealth Management Advisor and Taylor Burns, CFP® Wealth Management Advisor.

The team invites you to join us for the webinar session at 12:30pm EST on Wednesday, March 20th.

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.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

    Past Events

    The Gabriel Group February Market & Investment Briefing

    February 21st, 2024|12:30 PM - 1:15 PM EST

      The Gabriel Group January 2024 Market & Investment Briefing

      January 17th, 2024|12:30 PM - 1:15 PM EST

        The Gabriel Group November Market & Investment Briefing

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

          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.


              The Power of the Right Advisor®
              Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

              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.