Gatewood, Poirier & Associates

Merrill Lynch Wealth Management
824 A1a N
Ponte Vedra Beach, FL 32082
(904) 273-7132
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Accessible, knowledgeable and experienced, we are committed to building and maintaining a strong relationship with you. We’re passionate about what we do and we bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Gatewood, Poirier & Associates
Merrill Lynch Wealth Management
Welcome

Our entire team shares a common goal: to help you pursue your personal planning strategy, such as funding your children’s educations, helping to ensure that your income can last in retirement, and planning to meet your potential health care costs while managing the transfer of wealth to the younger generation. Every step in the process takes into account your personal perspective and priorities. The aim is to help bring simplicity and transparency to the many complexities of finance, making the often intimidating task of planning for the future an exciting journey of helping you reach your goals.

Recognition
J Gatewood
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Our Focus

We believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Meet Our Team
J Gatewood,

CFP®

Senior Vice President, Wealth Management Advisor
904.273.7132
Richard Poirier,

CFP®,CPFA™,CRPC™,CRPS™

Vice President, Wealth Management Advisor
850.434.7002
Emily Box
Assistant Vice President, Wealth Management Associate
904.273.7131
Francesca Deem
Officer, Registered Wealth Management Client Associate
904.273.3801
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.
Allison Mulgrew
Wealth Strategies Advisor
Samantha Keene
Wealth Management Banking Specialist
Zachary Zeman
Alternative Investments Regional Specialist
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.

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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.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.