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- 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 (email@example.com).
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 Lynch 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.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
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