Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 monitor investment performance and keep clients well informed through close contact and detailed documentation that 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. 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 17 years in the financial services industry, and has been with Merrill Lynch for the last 9 years.
Nicolas W. Gesell's designations:
AAMS® - Accredited Asset Management Specialist SM
*AAMS® and Accredited Asset Management SpecialistSM are registered service marks of the College for Financial Planning.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
We along with your tax professional can help you understand how it might affect your investment strategy
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer, NMLS #557383
Director, Retirement Plan Specialist
We offer you access to the investing insights of Merrill Lynch 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.