Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Gage is a Wealth Management Advisor with Merrill Lynch Wealth Management 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 & 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.
*Banking and Lending Services are through Bank of America, N.A.
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.
Iolani & Philips Academy
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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We will work to help you stay on track, regardless of what the markets are doing.