GSL & Associates

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Merrill Lynch

GSL & Associates

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Whatever your personal goals may be, we will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.

GSL & Associates

Advice and Guidance at Every Stage of Your Financial Life

GSL & Associates is a skilled, experienced team of professionals. Our group is multifaceted and offers a range of investment services that extends well beyond traditional asset management services. We truly care about you and your financial well-being. We are committed to providing lifetime wealth care, meaning we are dedicated to advising you during each stage of your financial life.

Our objective is to help you use your wealth to transform your vision of the future into reality. We take an encompassing approach to helping you manage your wealth—an approach that is powered by the relationship we develop with you.

Discovering Your Financial Vision

Wealth management is much more than a series of portfolio transactions. It is a disciplined process carried out over years, even decades — not weeks or months.

To start, we strive to develop a clear understanding of how you see wealth and investments in the context of your life. We have learned that helping clients understand their current financial situation relative to their long-term goals is a necessary first step to creating, helping to preserve and growing wealth.

Important questions we might ask you:

  • Are you on track to retire at your target date and support your desired lifestyle?
  • Are there better ways for you to manage your liabilities and debt?
  • Does your existing investment strategy support future goals — such as funding a college education or purchasing a second home?
  • Have you considered generational wealth transfers or estate planning services?

"We don't try to fit you into a model. We take the time to develop a strategy that addresses your individualized circumstances."

Damon Slepian, CFP®, CRPC®
Senior Vice President
Wealth Management Advisor
Portfolio Manager

Lifetime Wealth Care

Building long-term client relationships is the foundation of our business. We understand that we are in a position of trust. We are committed to guiding you through each stage of your financial life:

  • During your working years as you accumulate wealth
  • During your retirement as you harvest and enjoy your wealth
  • Helping you organize the transfer of wealth to the next generation or to charitable organizations

The Merrill Lynch principles that guide us in our work are client focus, respect for the individual, teamwork, responsible citizenship and integrity.

Care Coordination

GSL & Associates has experience helping families with members who have special needs. We can serve as a single point of contact to help you address many aspects of your financial situation, including issues that may be unique to individuals with special needs, such as:

  • Researching/Considering government benefits
  • Considering lifestyle issues
  • Establishing a Special Needs Trust
  • Strategies designed to support the equitable transfer of your estate
  • Involving extended family members

To address your goals you require a strategy that goes beyond investment advice and guidance, one that integrates estate planning services, insurance and trust considerations. Let us help you pursue these goals.

Meet the Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*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.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we 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.

Why Merrill Lynch?

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.


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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 financial advisor.





Transcript of Video 

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

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.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.