Tune out the noise: Wealth planning for the year ahead

Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.

Watch now

Tune out the noise: Wealth planning for the year ahead

Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.

Watch now

Merrill Lynch

The Gabriel Group

Wealth Management Group

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Merrill Lynch
Wealth Management

Gabriel & Associates holds two core beliefs:

1. You and your relationships produce an eternal legacy
2. How you use your money reflects your ultimate values

Faithful to these principles, the mission the team applies to those we work with is:

First, to help you determine why, how, and where you can best deploy your money, and

Second, to help you steward your finances in a manner that produces your desired personal and community impacts, each and every day.
Welcome

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.

Core Virtues

To implement this mission, the team commits to three essential virtues:

  • Purpose – to help you, your family and the organizations we serve to express your priorities through how you use your money
  • Excellence – to deliver outstanding results through proven processes
  • Humility – to incorporate diverse perspectives and collaborate effectively in service to you and your goals

True success is achieved not merely through the accumulation of wealth but also through realizing fulfilling lives across generations.

Key Commitments

The team focuses on three key commitments to you:

  • Clarity 
  • Confidence 
  • Comfort

Based on your unique values, vision, and purpose, we strive to present clear information that leads to confident decisions and comfortable results. The aim for you is true financial comfort.

Ultimately, Gabriel & Associates serves across the dimensions of money, meaning, abundance, and generosity.  We help you create a thriving, purposeful life for yourself and those you love most. The team further assists you in contributing towards a flourishing society through the positive alignment of your values with your 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:


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  • 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, 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.

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 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.

  • Ultimately, Gabriel & Associates serves at the intersection of money and meaning. We help you create a thriving, purposeful life for yourself and those you love most. The team further assists you in contributing towards a flourishing society through the positive alignment of your values with your 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

The Gabriel Group June Market & Investment Briefing

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.

    Past Events

    The Gabriel Group May Market & Investment Briefing

    May 17th, 2023|12:30 PM EDT

      The Gabriel Group April Market & Investment Briefing

      April 19th, 2023|12:30 PM - 1:15 PM EDT

        The Gabriel Group March Market & Investment Briefing

        March 15th, 2023|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.


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              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.

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              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.