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Recognition

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.

Bruce E Gsell

Barron's "Top 1,200 Financial Advisors: State-by-State" 2014-2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Forbes "Best-in-State Wealth Advisors" 2018-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Financial Times "401 Top Retirement Advisers" 2015-2020
Published annually May - Oct. Rankings based on data as of Dec 31 of prior year.

Goran Bojovski

Barron's "Top 100 Institutional Consulting Teams" 2021-2023
Published annually in April. Rankings based on data as of December 31 of prior year.

Financial Times "401 Top Retirement Advisers" 2015-2020
Published annually May - Oct. Rankings based on data as of Dec 31 of prior year.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2021-2023
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Barron's "Top 50 Institutional Consulting Teams" 2018 and 2020
Published annually in April. Rankings based on data as of December 31 of prior year.

Forbes "Best-in-State Wealth Advisors" 2021-2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Get To Know Us

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.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

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Through a one-on-one relationship with The Gsell Group, the Merrill financial advisory team designated to serve KPMG Partners and Managing Directors, you’ll have the support and guidance to help you pursue your financial goals while having your trading activity reported directly to your firm.  Plus, you’ll enjoy the ability to view all your investment and banking accounts through one web portal.

This web page is exclusively for KPMG Partners and Managing Directors as part of the KPMG and Managing Directors Savings & Investment Program. Others should exit the web page immediately.
KPMG Partners and Managing Directors are individually responsible for complying with the allowable investments under the KPMG Partners’ Savings & Investments Program and KPMG independence requirements, and nothing on this website shall supersede those requirements.

Wealth Management Strategies: A broad range of capabilities

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The Gsell Group can help KPMG Partners and Managing Directors manage and build their wealth in accordance withtheir firm's independence rules. We can work with you to develop strategies to help you pursue your most important goals, whether you wish to save for your retirement, a child’s education, purchase of a home or build a legacy. What’s more, for each account you enroll in through the KPMG’s Broker Import Program, you’ll enjoy the convenience of having your trading activity reported directly to the firm. Here are some of the many areas in which we can assist you: 

  • Financial analysis — We can help you with various aspects of wealth management, including investing, planning for retirement, tax-minimization strategies, education funding, wealth transfer, and income and asset preservation.
  • Wealth preservation and transfer — To help you preserve and pass on the assets you've acquired over your lifetime, we may suggest a mix of strategies, income and credit management and estate planning services.
  • Tax-minimization strategies — Working with your tax advisor and estate planning attorney, as well as Merrill specialists, we can develop strategies designed to help you offset large taxable gains. Additionally, we can help project your potential tax liability in retirement and use these projections to structure your portfolios more efficiently.
  • Education Funding — If one of your aims is to finance your children's or grandchildren's higher education, we can help you estimate the cost of college in future dollars, illustrate the potential growth of college savings plans an suggest investing strategies.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.

BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

 

Merrill Personal Savings & Investment Program

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Click here for more information.
 
The financial advisors of The Gsell Group have been selected by Merrill to manage this program due to their extensive experience working with KPMG Partners and Managing Directors over the years. Team members can offer risk-appropriate investment strategies with one-on-one guidance to help you pursue you financial goals while helping you comply with KPMG independence requirements.  
 
Independence compliance is ultimately the responsibility of the KPMG Partner and Managing Director. However, The Gsell Group's coordination with KPMG for clearance of securities in the Personal Savings and Investment Program (PSIP) portfolios, coupled with participation in KPMG's Broker Import Program, can assist KPMG Partners and Managing Directors with their independence compliance requirements. Partners and Managing Directors will be asked to activate the Broker Import feature on this account as part of this program offering. 
 
The portfolios offered through the KPMG Personal Savings and Investment Program are designed to be cost-effective, focused on tax efficiencies and exclusively priced for you.
 
In addition, we can design an overall portfolio to complement your investments in the PSIP to create an overall investment strategy tailored to your needs and goals. Further, after you retire, we can recommend investment strategies designed to help generate income and track your spending to ease concerns about outliving your resources. 
 
We are able to bring this overall program together by:

  • Leveraging the insights, efforts and vast resources from award-winning* BofA Global Research and its analysts.
  • Customizing services, investment strategies and portfolios based on our professional perspective and a range of investment objectives and risk profiles designed for you situation.
  • Offering dynamic and diversified exposure to select market segments, meant to give you the opportunity to fulfill a wide spectrum of strategies.
  • Employing thoughtful, experience-based and tactical asset allocation that we believe will help your investments be resistant to market volatility.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.  BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2021 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information, visit Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

Banking Program

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As a KPMG Partner or Managing Director, you'll have access to Bank of America's robust portfolio of services, including customized pricing to support this program. In addition, you'll have the convenience of a single point of contact, 24-hour online account access and a single sign-on to all your online accounts, making it possible for you to oversee your entire financial picture with ease.
 
We work with specialists from Bank of America, N.A. who can

  • Help you develop a strategy tailored to manage your liquidity needs, your debt, and your savings.
  • Offer you insight and information on the expansive array of cash management, credit and lending service.

 

Our Philosophy

We live in a world that’s constantly changing. Markets fluctuate moment to moment. New investment opportunities arise daily. Regulations are amended often. That’s why we believe that you and your situation are the best starting points from which to plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because only by understanding you and your priorities, can we effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

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.

    #DigitalMerrill

    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

      We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.

      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.


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      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.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      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.