Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
What makes us different:
We provide affluent families and businesses with sound financial recommendations to create and transfer wealth, while serving the niche market of special needs planning, always maintaining the highest level of ethics and integrity. With our extensive experience and vast resources we work diligently, professionally and honestly to enable clients to help achieve their financial goals and by doing so they attain their personal dreams.
Affluent families, businesses and families with disabilities face significant and complex planning issues. First and foremost, we address these complex planning needs by listening to clients. We make it an objective, as best we can, to walk in clients' shoes so that we have a complete understanding of their needs and dreams before ever offering any recommendation. No one wants to see clients achieve their financial goals more than we do and through this passion and our unwavering commitment we resolve to their trust.
It is our responsibility to stay informed in an ever changing financial world and that is why we must and do stay abreast on all matters relative to clients' success. We have embraced a team oriented philosophy in which we work closely with the client's valued attorney and tax advisor so all avenues of the client's financial affairs are moving in coordination. We regularly review investment performance and keep clients well informed through close contact and detailed documentation that we believe is second to none. We take pride in not only providing sound advice, but educating clients so they have a clear and concise understanding of their investments and a thorough understanding of the risks associated with those strategies. It is through this vision, that every day we navigate clients through the constant moving currents of the financial markets. We value that clients chose us for lifelong relationships. We believe clients appreciate that we keep them focused on their long-term path and not get confused by the short-term noise. It is this appreciation, the fact that we have earned their trust and our quiet confidence that allow clients to feel confident to refer their friends and family.
Nicholas W. Gesell has 20 years in the financial services industry, and has been with Merrill Lynch Wealth Management for the last 12 years.
Nicolas W. Gesell's designations:
AAMS® - Accredited Asset Management Specialist SM
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Retirement Plan Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 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 I can help you create a financial approach that reflects your personality. Only then can I 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.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.