Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Gary is a Senior Financial Advisor with Merrill. Gary has been in the Investment Industry for over 30 years- starting his career at Merrill in the early 80's.
Gary has built his service model working with Businesses, Medical Professionals, Not For Profit Organizations, and Retirees. Gary works with each client to develop a robust wealth management strategy, focusing on in-depth financial recommendations and a relationship that is built on trust. Generally, Gary offers Investment Services on a "Fee Based" Platform- not commissions.
Gary offers personalized strategies using a Consistent Process:
~Establish Clear Goals
~Develop a Complete Strategy
~Track and Review Progress
All strategies are based upon the client's risk tolerance, time horizon,liquidity needs, and overall investment goals while also taking into consideration the cost of recommendations.
Gary graduated from University Of Illinois, where he earned a degree in Finance. On a personal side, Gary devotes a great deal of time to the Springfield Chamber of Commerce (past Ambassador), The Springfield Rotary (past officer), past board member of Big Brother Big Sister, Goodwill Industries and March of Dimes.
Additional Team members:
Tara House-Client Associate
Tara handles account administration and client relations.
Universtiy of Illinois
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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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.