Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Gage is a Wealth Management Advisor in the Global Wealth Management Division of Merrill Lynch in Honolulu, HI. Gage holds the Chartered Financial Analyst® (CFA) designation; the Chartered Alternative Investment Analyst (CAIA) designation & the CERTIFIED FINANCIAL PLANNER™(CFP®) certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.. Gage is 1 of only 3 advisors within the Merrill Lynch Wealth Management Division’s 15,000+ advisors to have achieved all 3 of these industry leading designations. He has been a financial advisor for over ten years with Merrill Lynch & has over 15 years of investment experience.
By focusing on the specific situations and goals of the clients he works with, Gage has built & continues to build deep and valued relationships. He works with individuals, families, senior-level executives, business owners, institutions, endowments, and estates. Gage provides clients with financial and investment strategies; cash management; transitional services; the construction, management and reporting of customized investment portfolios; wealth preservation and transfer; retirement income planning; mortgage & other lending solutions; estate planning services and concentrated stock strategies.
Gage is available for prospective investor meetings scheduled either over phone (808.525.8386) or email (firstname.lastname@example.org).
Gage graduated from Bates College, where he received his Bachelor of Science degree in Economics & wrote his thesis on alpha generation in the stock market. Locally, he is an Iolani School graduate where he was fortunate to be a part of 2 basketball state championship teams. He lives in Hawaii Kai with his wife, Raylyn, & his son, Ramsey.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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