Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
Gary F. Ferreira, CIMA®, CFP®, CRPC®, CPWA®, CAP®
Gary F. Ferreira, First Vice President, Wealth Management Advisor, joined Merrill Lynch Wealth Management 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.
English
Boston College
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.
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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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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