Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Gerald Hendricks offers financial advice and wealth management services for families, high net-worth individuals, professional athletes and businesses. Backed by the expertise of Merrill Lynch Wealth Management and access to the extensive banking services of Bank of America, N.A., Gerald works with his clients to provide customized and innovative financial strategies to help his clients secure their financial future while helping to simplify and organize their increasingly complex financial needs.
Gerald has over 20 years of investment management experience including ten years at Lehman Brothers, where he worked as an equity research analyst. Following his tenure at Lehman, Gerald joined Columbus Circle Investors as a Senior Analyst responsible for Portfolio and Technical Analytics. While at Lehman, Gerald earned an M.B.A. in Finance from Fordham University while also getting his Chartered Market Technician designation. He then attained his Chartered Financial Analyst designation while at Columbus Circle Investors.
Gerald earned a B.S. in Accountancy from Villanova University where he played varsity soccer. He is a member of the New York Society of Security Analysts. He currently serves as board member of the Wilton Soccer Association in Wilton, CT where he lives with his wife and two children.
Learn about the MyMerrill Mobile App.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Investment Advisory Specialist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.