Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
Evelyn Gasher began her career in the financial industry in 1979 and joined Merrill in January 2012.
With a Bachelor’s Degree in Finance and a Concentration in Investments from Eastern Michigan University, Evelyn also has the following Registration and Licenses; and Designation: FINRA Series 7, General Securities Representative; FINRA Series 66, Uniform Combined State Law; Life and Health Insurance Licenses; and the Chartered Retirement Planning CounselorSM (CRPC®) designation - College for Financial Planning.
Evelyn brings incredible strength to the Financial Advisory process by having great listening skills, and truly caring about the relationship with the client. Evelyn understands the concerns that both women and men have for security, career advancement, balancing work and 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 clients' time and at the same time giving each client the time they need to articulate their lifelong dreams and goals is very important to the process of meeting those goals on our team.
By speaking in plain, every day language, not industry jargon, Evelyn helps individuals, families and businesses to create a simple, clear, actionable plan, where both client and the advisor team are accountable to the plan. Educating clients about the plan, the process, and the investments to identify their unique goals is an important aspect of the process. Coaching clients 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 as well. Our team of professionals at both Merrill and Bank of America provides access to additional services in every aspect of a client’s life, for example, banking, and estate planning services.
Communication is extremely important. Checking alignment to goals periodically throughout the year, making changes as necessary, and meeting with clients for review regularly are an integral part of the process along the road to successful planning.
Our goal is to have you as a client, 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.
Evelyn resides with her two children, Mara and Lance, along with their dog, Leo, in North Barrington. She has been involved in many volunteer activities in and around Barrington, IL 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.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
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.
English
Eastern Michigan University
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.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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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.
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.
We put you first, every day. |
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