Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Gary F. Ferreira, CIMA®, CFP®, CRPC®, CPWA®, CAP®
Gary F. Ferreira, Vice President, Wealth Management Advisor, joined Merrill Lynch in 2004 and has been providing financial advice and wealth management services for over 33 years to high net worth families, corporate executives, small/medium sized businesses,family foundations and non-profit entities. He strives to help clients preserve, grow and transfer their wealth through customized financial strategies and disciplined asset management, working closely with their tax and legal advisors. His goal is to establish long-lasting client relationships through maintaining the highest standards of integrity, professionalism and service.
Gary is a CERTIFIED FINANCIAL PLANNER™ professional, CFP®, awarded by the Certified Financial Planner Board of Standards, Inc. He holds the CERTIFIED INVESTMENT MANAGEMENT ANALYST® (CIMA®) designation, administered by the Investments & Wealth Institute™ and taught in conjunction with The Wharton School, University of Pennsylvania. He also holds the Chartered Retirement Planning CounselorSM (CRPC®) designation.
Gary holds the CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®) designation administered by the Investments & Wealth Institute™ and taught in conjunction with the University of Chicago Booth School of Business. He also holds the CHARTERED ADVISOR IN PHILANTHROPY® (CAP®) designation administered by The America College.
Gary graduated from Boston College in 1984 with a B.A. in Mathematics from the School of Arts and Sciences and is active in the Boston College Alumni Community. He resides in Marshfield, Massachusetts with his wife Maureen and their three daughters.
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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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.
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.
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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 you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.