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

GKB & Associates

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Merrill Lynch
Wealth Management

At GKB & Associates, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we’ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.
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An Experienced Team Focused on Clients

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.

Customized strategies based on your needs

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:

  • Wealth Management
  • Retirement Income and Lifestyle Planning
  • Transitioning a Business
  • Funding Higher Education
  • Access to Credit and Lending Through Bank of America
  • Wealth Transfer Strategies and Estate Planning Services
GKB & Associates applies the insights we have gained through over 80 years of collective experience to understand what is most important to clients at the key stages of their financial lives.

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Will your investments help you to attain your goals?

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?

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Delivering caring, proactive service

Rosalind, Dorothy, Julia and Mathew 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:

  • Wire transfers and check issuance
  • Account balances
  • Funds transfer service and direct deposit service
  • Credit card offers through access to Bank of America
  • Merrill Lynch Online, where clients can consolidate all of their accounts, oversee their assets as well as track income and spending in real time
  • Provide tax statements and quarterly gain/loss information
  • Account opening process 

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.

Joseph Guarneri

Forbes "Best-in-State Wealth Advisors" 2021 - 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Stefani Bollag Masry

Working Mother/SHOOK Research's "Top Wealth Advisor Moms" 2020
Published on September 29, 2020. Rankings based on data as of March 31, 2020.

Forbes "America's Top Women Wealth Advisors Best-in State" 2022
Published on February 4, 2022. Rankings based on data as of September 30, 2021.

Forbes "Best-in-State Wealth Advisors" 2019 - 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes "America's Top Women Wealth Advisors" 2019 - 2021
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.

Steven Kabot

Forbes "Best-in-State Wealth Advisors" 2021 - 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

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.

    #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

      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.


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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.

      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.