GBSDC & Associates - Punta Gorda
1190 W. Marion Avenue
Punta Gorda, FL 33950
941.637.4329
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The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Welcome

Our entire team shares a common goal: to help you achieve your personal financial goals, such as planning for and funding your children’s education, helping ensure that income can last in retirement, and planning for potential health care costs. Every step in the process considers your personal perspectives and priorities. Our goal is to help bring simplicity and transparency to the complexities of investing, turning the often-intimidating task of planning for the future into an exciting journey of helping you pursue and reach your goals.
Since 1999, our team has been helping individuals, families and businesses along Florida’s Gulf Coast navigate change.

Our team stands ready to help you in the following convenient locations:

Lakewood Ranch - Visit our website  Sarasota - Visit our website  Venice - Visit our website  Punta Gorda - Visit our website Naples - Visit our website

Recognition
Dominic Casanueva
Managing Director, Resident Director
Barron's "Top 1200 Financial Advisors", 2018-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Financial Planning's "Top 40 Brokers Under 40", 2020-2024
Financial Times "Top 401 Retirement Plan Advisors", 2015-2020
(Published annually May – Oct. Rankings based on data as of Dec 31 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 "America's Top Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Forbes "America's Top Next-Generation Wealth Advisors", 2017-2018, 2020-2021
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2019, 2022-2023
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Top 250 Next-Generation Wealth Advisors", 2019
(Published on July 24, 2019. Rankings based on data as of March 31, 2019.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "America's Top Wealth Management Teams High Net Worth", 2023
(Published on November 7, 2023. Rankings based on data as of March 31, 2023.)
Show more recognition
GBSDC & Associates - Punta Gorda
Forbes "America's Top Wealth Management Teams High Net Worth", 2023
(Published on November 7, 2023. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Us
Philosophy

You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

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
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
Roy Borrego
Managing Director, Senior Relationship Manager
941.637.4328
Brittany C Ingman,

CRPC™

Assistant Vice President, Wealth Management Specialist
941.637.4309
Amber L. Weaver,

CRPC™

Wealth Management Specialist
941.637.4391
Todd Priest
Todd Priest
Wealth Management Specialist
941.637.4302
KARA CIOFFI
Officer, Registered Wealth Management Client Associate
941.637.4359
Jennifer A Wilson
Assistant Vice President, Wealth Management Associate
941.413.4505
Suzanne J Kingsbury
Assistant Vice President, Wealth Management Associate
941.637.4329
Carlos Candales
Assistant Vice President, Wealth Management Associate
941.637.4323
Oceana Boohm
Oceana Boohm,

CRPC™

Officer, Wealth Management Client Associate (FP)
941.413.4522
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.
Shelley Beauregard
Wealth Management Banking Specialist
Merrill
Carlos Sacerio
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1285843
Alicia E Zappala
Wealth Management Banking Specialist
Merrill
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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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.
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.