Johnson, Bockelman, Gavegan & Associates

Merrill Lynch Wealth Management

123 North 7th Street

Suite 200

Grand Junction, CO 81501

(970) 263.2143

Learn more about an advisor's background on

Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

Johnson, Bockelman, Gavegan & Associates

WelcomeRecognitionMeet Our TeamInsightsAbout Merrill

Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition

Julie Bockelman

First Vice President, Senior Financial Advisor

Forbes "Best-in-State Wealth Management Teams", 2024

(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)

Forbes "Best-in-State Wealth Management Teams", 2024

(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)

Julie Bockelman

First Vice President, Senior Financial Advisor

Forbes "Best-in-State Wealth Management Teams", 2024

(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)

Forbes "Best-in-State Wealth Management Teams", 2024

(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)

Johnson, Bockelman, Gavegan & Associates

Forbes "Best-in-State Wealth Management Teams", 2024

(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)

Click here to learn more about advisor recognitions

Meet Our Team

Kenneth Johnson

Senior Vice President, Senior Resident Director

970.263.2179

Julie Bockelman,

AAMS™

First Vice President, Senior Financial Advisor

970.263.2155

Julie Anne Scholes

Officer, Registered Senior Wealth Management Client Associate

970.263.2149

Jennifer Downing

Wealth Management Client Associate

970.263.2144

Additional Resources

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.

Sheryl Saper

Regional Lending Specialist

Bank of America, N.A.

NMLS #629863

Alexander Feneck

Enterprise Relationship Specialist

Bank of America, N.A.

Diorvette McKenzie

Wealth Management Banking Specialist

Merrill

Insights

puzzle pieces

Step-by-Step Guide to Building your Portfolio

happy couple

5 Rules for Investing in Retirement

person tying running shoes

The Future of Social Security & How to Prepare

9 tax tips that could save you money

Making charitable giving more tax-efficient

woman and elderly mother

The caregiver’s financial guide

About Merrill

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.