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Evelyn Gasher, CDFA, CRPC
Senior Financial Advisor
Merrill Lynch
Wealth Management
Whatever your personal goals may be, I will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.
Profile
Evelyn Gasher began her career in the financial industry in 1979 and joined Merrill in January 2012.
With a Bachelor’s Degree in Finance - Concentration in Investments, from Eastern Michigan University, Evelyn also has the following Registration & Licenses; and Designations: FINRA Series 7, General Securities Representative; FINRA Series 66, Uniform Combined State Law; Life and Health Insurance Licenses; the Chartered Retirement Planning Counselor designation - College for Financial Planning Institutes Corp; and the Certified Divorce Financial Analyst℠ (CDFA®) designation – Institute for Divorce Financial Analysts.
Evelyn brings incredible strength to the Financial Advisory process by having great listening skills, and truly caring. Evelyn understands the concerns that both women and men have for security, career advancement, balancing work/home life, and the dilemma of budgeting and saving for the future.
Today's busy world leaves little time for people to concentrate on their financial goals. Respecting one’s time and at the same time giving each individual the time they need to articulate their lifelong dreams and goals is very important to the team’s process of helping to meet those goals.
By speaking plain, everyday language, not industry jargon, Evelyn helps individuals, families and businesses to create a clear, actionable plan, that will be easy to follow. Education on the why of the recommended investments as well as the what. Coaching about goal attainment, which may include Retirement Planning, Insurance Planning, College Planning, Credit and Lending, Wealth Transition Planning, and Divorce Planning, is part of the process. Our team of professionals at both Merrill Lynch Wealth Management and Bank of America provides access to additional services in every aspect of a person’s life, for example, banking, estate planning services, and products that can insure you don’t outlive your money.
Communication is extremely important. Checking alignment to goals periodically, making changes as necessary, and meeting for review regularly are an integral part of the process along the road to successful planning.
Our goal is to have you in our world, not only for the rest of your life, but to continue your legacy through your beneficiaries' lives as well. We believe the best way to do that is to provide you with the very best service by understanding your wants, your needs and your goals, and by helping you to create a plan that is unique to you and your family that will help you live the life you always wanted to have.
Evelyn has two grown children, three grown stepchildren, and loves her Granddog, a MicroMini Goldendoodle named Olive. Evelyn has been involved in many volunteer activities in her hometown North Barrington and the Barrington area, including Habitat for Humanity, Bataille Academie of the Danse, Sybaquay Girl Scouts, Bank of America Chicago Marathon, North Barrington School, Station Middle School and Barrington High School. Evelyn enjoys spending time with her family, also doing various sewing projects, often for community events, such as school plays, dance studio performances, the Boy Scouts and the children’s choir. Additionally, she enjoys bowling, skiing, traveling and enjoys walks in the beautiful forest preserves that can be found in Barrington area.
If you're curious how Evelyn might be able to support you and make your "someday" happen, feel free to reach out and schedule a complimentary 15 minute appointment by calling Evelyn at 224-239-3493 or Sandy Rubeck at 815-788-2410.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
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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LANGUAGES
English
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EDUCATION
Eastern Michigan University
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Professional Staff
Supported by the global resources of Merrill, my 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.
Nicholas A. Beilfuss
Wealth Strategist
Merrill
Jeremy Michael Woods
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #112818
Joshua Webster
Wealth Management Banking Specialist
Merrill
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 I can help you create a financial approach that reflects your personality. Only then can I 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.
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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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