About Gage Demers, CFA® - Your Merrill Financial Advisor
A Unique Journey to Financial Excellence
With a journey that began in the demanding world of the U.S. Military, Gage has exemplified dedication, leadership, and unwavering commitment throughout his life. After serving as a Sergeant and Army Ranger, he embarked on a new mission to achieve excellence in the financial realm.
Education and Experience
Gage continued his pursuit of excellence by earning a Bachelor’s degree from the prestigious University of Southern California (USC). This provided a solid academic foundation for his career as a Financial Advisor.
A Commitment to Excellence
As a Financial Advisor with Merrill, Gage is dedicated to providing his clients with unparalleled financial guidance. He holds the esteemed Chartered Financial Analyst® (CFA®) designation, a distinction that required two and a half years of rigorous study and the successful completion of three extensive exams. Gage feels that this arduous path to qualification demonstrates his commitment to gaining knowledge and excellence in the field of finance.
A Holistic Approach to Financial Wellness
Gage focuses on offering a comprehensive and holistic approach to financial well-being. He understands that financial needs go beyond mere investments, and that’s why he is committed to addressing all aspects of his clients’ financial lives. Whether it’s financial planning, investment management, banking, lending, or estate planning strategies, Gage is your trusted resource in helping you achieve your financial goals.
Your Financial Success Starts Here
With Gage as your Financial Advisor, you can be confident that your financial future is in capable hands. He feels that his unique background, dedication, and experience make him the ideal choice to guide you toward a secure and prosperous financial future.
*Banking and Lending Services are through Bank of America, N.A.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
