Al Gills is a Senior Vice President and Wealth Management Advisor in the Pasadena Merrill Lynch Wealth Management office. Al attended Old Dominion University and Christopher Newport University in Virginia obtaining a Bachelors degree in Business Management and a minor in Finance. He has served in the Financial Services industry for 28 years, the last 26 with Merrill. Al has obtained the CRPC®, Chartered Retirement Planning CounselorSM designation. His focus is on forming long-term relationships and helping clients with all aspects of their financial lives.
Al works with individuals, families, and business owners at all stages of the business cycle from startup to maturity. Firstly, Al understands the unique challenges facing today’s business owners and he knows how to help you navigate through this current economic environment. As a committed family man, he also understands the challenges, concerns, and financial pressures that go into raising a family. This is why Al has committed himself to taking a thoughtful and holistic approach to both your business and family finances. This approach is oriented towards the long term, and begins by evaluating each client’s special financial needs and risk tolerance. Every client is unique, therefore the time and frequency needed to provide detailed financial and investment guidance may vary. Because there are many areas of financial interest to his clients, Al takes the time necessary to listen to and educate families and business owners about their choices and assist them in making thoughtful decisions appropriate for their current needs and aspirations.
Al is the father of 2 children, Grady, 24, who graduated from the US Air Force Academy and is a 2nd LT in the USAF, and Karly, 22, who graduated from Montana St Univ. and is working for the US Dept. of Agriculture in Montana. He loves to spend time being outdoors, hiking and taking his dogs to the beach.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
