Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Gavin's mission is to understand you and your priorities. To take the time to ask hard, smart questions and listen carefully, then understand in great detail, exactly where your wealth stands today and where you’d like it to be tomorrow.He will help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals without unnecessary investment risk. Since joining Merrill Lynch, the central focus of Gavin's practice is developing meaningful, long-lasting relationships by heling clients to grow and preserve their wealth while enabling them the financial freedom to pursue their short and long term financial goals. He enjoys getting his clients fully engaged in the planning process which allows him to help educate and guide. This approach also helps his clients fully understand the plans and solutions based upon the client’s risk tolerance, time horizon, liquidity needs and overall investment goals.
Gavin offers clients a direct connection to the deep resources and capabilities of one of the world’s largest global investment firms. Through Gavin, clients have access to Merrill Lynch and Bank of America’s vast network of investment specialists, wealth strategists, global capabilities and investment strategies - plus a full platform of services to help manage and integrate virtually every aspect of their financial lives. He is of the belief that his clientele is entitled to constant care and personalized attention and he continually strives to deliver highly accessible, responsive service that exceeds expectations.
Gavin earned a BA in Political Science and Economics from Bucknell University. He is also a graduate of Horace Greeley High School in Chappaqua, NY. Born and raised in New York, he currently resides on the east side of Manhattan. In his free time he enjoys snowboarding, playing tennis, and traveling.
French & Italian
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.