GSD Group

Merrill Lynch Wealth Management
10000 Avalon Blvd
Alpharetta, GA 30009
(678) 746-5735
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With over 100 years of combined experience, GSD Group’s goal is to be your premier resource for retirement, tax, and estate planning services. They concentrate their attention on wealth preservation, distribution, and transfer by creating customized financial strategies and utilizing a well-defined process to help achieve lifetime retirement income and legacy. Based on a foundation of trust, they strive to be regarded as a family resource by acting with integrity, privacy, and discretion.
GSD Group
Merrill Lynch Wealth Management
Welcome

Our 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. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
GSD Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Ernest Guilliams,

CFP®

Senior Vice President, Wealth Management Advisor
678.746.5735
Adam Sitz
First Vice President, Senior Financial Advisor
678.746.5715
Ryan Dolar,

CFP®

Vice President, Senior Financial Advisor
678.746.5798
Patricia M Christian,

AWMA™

Assistant Vice President, Relationship Manager
770.360.6073
Alexandra Florina Negru
Wealth Management Client Associate
678.746.5697
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.
Amber Simon
Wealth Management Banking Specialist
James Camarda
Alternative Investments Regional Specialist
Richard Keith Watkins
Senior Wealth Management Lending Officer
NMLS #652562
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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.