Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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We know that each client has unique financial priorities and concerns, and we work hard to provide families with wealth management strategies to help them address the complexities of wealth in pursuit of their long-term goals. Within Merrill Lynch Wealth Management, GKB & Associates has access to significant resources and the support of a large organization.
Joseph, Steven and Stefani have a lengthy track record with the firm and possess the skills to navigate the global resources of Merrill Lynch Wealth Management. With perspective and experience gained from serving clients during a variety of market conditions, we can help you prepare for an evolution of your wealth and goals over your lifetime—and for generations to come.
Your financial aspirations are unique to you. That is why we take the time to learn as much as we can about you and your family. By understanding what your wealth means to you and what you hope to accomplish with it, we can help you customize financial strategies to your individual needs.
Services to simplify your financial life
Our clients come to us for a variety of needs, including:
We believe that a risk-based approach is fundamental to pursuing long-term results. Although every family’s investment strategy is unique to their goals, we have found that many clients share common concerns about managing their wealth and frequently ask about:
Managing wealth: Which tax minimizing strategies should I consider to manage my family’s wealth? Should I be concerned about my current spending? Can I afford to buy a second home–and if so, does another home loan make financial sense even if I don’t need one?
Wealth transfer: How can I develop gifting strategies for my children or grandchildren without affecting my income needs in retirement?
Retirement income planning: Will I be financially ready to retire when I want to? How will I need to change my current spending if I’m concerned about outliving my money? Should I put money into my IRA if I also have a company-sponsored retirement benefit plan?
Education expenses: Which financial strategies will help me fund my children’s education at the college of their choice?
Wealth education: Can you help me educate my teenaged children about managing money responsibly and the importance of charitable giving?
Rosalind, Dorothy, Julia, Mathew and Christine work hard to enhance client’s satisfaction by setting a consistent standard of high touch service. Our goal is to provide you with personalized service that exceeds your expectations.
We assist clients on a daily basis with administrative needs such as:
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.
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.
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.
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.
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.
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
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.
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.
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.
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