GBSDC & ASSOCIATES
6311 Atrium Dr
Bradenton, FL 34202
941.413.4504
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We offer a range of institutional capabilities, customized solutions, insights and best practices to help maximize the value of your benefit plan and help to improve the financial wellness of your employees.
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.

Supporting a strong retirement plan and helping to keep it on track

The retirement and financial needs of your employees, as well as the responsibility those needs create for you as an employer, are important to you. We offer the solutions your employees may need to help pursue their financial goals and maintain financial wellness. Our array of resources and experience is designed to help meet your employees’ financial needs in ways that make sense for your company — strategically, operationally and financially. You and your employees will have a team of experienced and passionate advocates for financial wellness on your side. Our team will make your priorities their own so you can focus more on your business.

For Plan Sponsors

Your role as a plan sponsor is more challenging than ever, and it’s not something to face alone. We bring the resources and thought leadership from Bank of America Corporation and its affiliates to bear in helping you provide a strong, healthy and fully compliant program that runs smoothly, engages your employees and makes your job easier. We can help you focus on the areas that may be helpful to plan success, including Fiduciary Advisory Services 1 and Education and Plan Services 2 appropriate for your plan.

Recognition
Dominic Casanueva
Managing Director, Resident Director
Barron's "Top 100 Institutional Consulting Teams", 2022
(Published on April 15, 2022. Rankings based on data as of December 31, 2021.)
Forbes "America’s Top Wealth Management Teams High Net Worth", 2023-2024
(Published annually in November. Rankings based on data as of March 31 of current year.)
Barron's "Top 1,200 Financial Advisors", 2018-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2019, 2022-2023
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
Financial Times "401 Top Retirement Plan Advisers", 2020
(Published on October 22, 2020. Rankings based on data as of Dec 31, 2019.)
Show more recognition
About Us
Team

GBSDC & ASSOCIATES is among a select group of Merrill Lynch Wealth Management advisors who have met the rigorous requirements to be a designated Bank of America Global Institutional Consultant.

Meet Our Team
Dominic Casanueva,

CFA, CKP®, CPFA™, CRPS™

Managing Director, Resident Director
941.413.4504
Robert Dwyer,

CIMA®, CKP®, CPWA®

Managing Director, Wealth Management Advisor
941.637.4331
Andrea Alegria-Gonzalez
Officer, Wealth Management Client Associate
941.413.4506
Hannah Wittman
Officer, Wealth Management Client Associate
239.432.6812
Jessica L. Bernhardt
Officer, Registered Wealth Management Client Associate
941.413.4536
Richard Hynes,

CEPA®, CKP®, CPFA™, CRPS™

Senior Vice President, Senior Financial Advisor
941.413.4509
Ryan Kowadla,

CKP®, CPFA™, CRPS™

Senior Vice President, Wealth Management Advisor
941.413.4539
Matthew Kotuby,

ChFC®, CFP®, CIMA®

Vice President, Wealth Management Advisor
941.413.4511
Guy Allen
Senior Wealth Planner
941.413.4507
Christopher R Kuchmek
Wealth Management Specialist
941.413.4534
Brittany C Ingman,

CRPC™

Assistant Vice President, Wealth Management Specialist
941.637.4309
Oceana  Boohm
Oceana Boohm,

CRPC™

Officer, Wealth Management Client Associate (FP)
941.413.4522
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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.