Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
As a Merrill Financial Advisor with seven years of industry experience, Gordon has a strong appreciation for building long-term relationships by identifying and addressing each client’s investment objectives and bringing a sophisticated simplicity to one's wealth. His four step process of establishing objectives, creating a strategy, making recommendations and reviewing progress toward goals provides the cornerstone to advice and guidance. He offers effective approaches to help you achieve your goals through a broad range of capabilities designed to help build and enrich your entire financial life:
• Advice and Planning
• Estate Planning Services
• Recommendations for Business
• Access to Banking Services through Bank of America, N.A.
• Tracking Progress
• Credit and Lending through Bank of America, N.A.
He focuses on developing total investment portfolio strategies, which include, stock and bond management, portfolio allocation, estate planning services and retirement planning.
Gordon's emphasis is in the area of Investment Management, Retirement Income Planning and Retirement Income Distribution. He focuses on finding retirement income strategies to help plan for, generate and manage the income clients need to realize a comfortable retirement.
Gordon is a native of North Augusta, South Carolina. He graduated from Western Michigan University with a bachelor’s degree in Pulp and Paper Engineering and joined Merrill in 2016. He resides in Eagan, Minnesota with his wife, has two grown daughters, is a board member of the Down Syndrome Foundation and is a committee member of the Minnesota Valley Young Life in Burnsville, Minnesota.
*Asset allocation does not ensure profit or protect against loss in declining markets.
Western 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.
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.
Wealth Management Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
Bank of America, N.A.
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.
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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.
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We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.