Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Merrill Lynch

Gorin Wealth Management Team

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Merrill Lynch
Wealth Management

Our Team believes that lasting client relationships are developed through building connections delivered through our advisors, and client associates. Our goal is to be your primary source for financial advice. We want you to value the dedication and diligence we provide at each step of our process.

Gorin Wealth Management Team


Gorin Wealth Management is a forward-thinking, experienced team committed to providing personalized guidance and an exceptional client experience to a select group of individuals, families, and businesses both in St. Louis and throughout the country.  Our mission is to serve as the trusted advisor to our clients by bringing our professional experience, passion, and a vast array of resources to help define and accomplish their vision of financial success.

Why Clients Choose Us

Goals Based Approach

A thorough discovery process helps us understand our clients’ goals, values and priorities. An interactive wealth planning process helps provide clarity around our clients' current situation as well as a road map to solve for a variety of issues. Clear recommendations that are designed to simplify complex issues, provide our clients with options and ease implementation.

We believe our clients feel confident in their ability to navigate financial milestones.

Personalized Guidance

Experience and a diverse team that is focused on innovation and providing meaningful perspective for any stage of life. A conservative investment approach that is focused on managing risk, is disciplined, and helps ensure that each client understands how their portfolio ties to their plan. Ability to leverage world-class resources and willingness to work with our clients’ tax and legal professionals helps ensure full plan integration.

We believe our clients feel comfortable that they are working with a team acting as an advocate.

Lasting Relationships

A demonstrated, team-wide commitment to the highest levels of accessibility and responsiveness. Ongoing communication that helps our clients understand their progress and allows us to educate on forward-looking, often over-looked issues. Taking an active interest in our clients’ lives and priorities helps create trust and builds relationships that span multiple generations.

Our goal is to have clients feel assured through a long-term relationship and open communication.


Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).


Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Theresa M Gorin

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.

Reviews to help you
stay on track

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.

    Changes in your life
    and to your goals

    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

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we 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.

      Why Merrill?

      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.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.