Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Gary E. Karch, CFP®, Wealth Management Advisor, grew up in Nazareth PA. He is a graduate of Muhlenberg College. Gary started his career at Merrill Lynch Wealth Management on the day of the market crash in 1987, and was subsequently referred to as “Crash” Karch. In 2017 Gary celebrated his 30th year with Merrill, and has witnessed many market rises and falls.
Gary's focus is on creating and maintaining client portfolios all built around client’s specific and unique financial goals and situations. By getting to know each client on a personal level, as well as leveraging the research of BofA Global Research, Gary is able to construct asset allocation strategies designed to meet a client’s needs and help put each client on track to reach their financial goals. Gary is a CERTIFIED FINANCIAL PLANNER™ Practitioner.
Gary resides in Macungie with his wife Cindy. They are empty nesters as their older daughter Ali, and her husband Stephen, along with their two sons live in Chihuahua Mexico. Gary’s younger daughter Olivia lives in Jacksonville FL, pursuing her career with Merrill Edge, while enjoying the climate of Florida.
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Employee Benefits Specialist
Bank of America, N.A.
Wealth Management Banking Specialist
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.