Executive Relationship Management & Employee Education
Merrill Lynch Wealth Management
3455 Peachtree Road N.E.
Atlanta GA 30326
(404) 264.2061
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Companies make significant financial and human capital commitments to offer competitive benefits programs that meet the needs of diverse workforces. GCIAS knows that achieving a return on this investment means more than simply hiring a benefits vendor. That’s why we go a step further, assigning dedicated resources to provide oversight of the relationship, from strategy to operations to participant engagement and education.
Executive Relationship Management & Employee Education
Welcome

Executive Relationship Management
The administrative aspects of benefits vendor relationships are complicated. From program initiation to ongoing operations, there are multiple moving parts that impact thousands of participant interactions, millions of dollars in benefits, and, potentially, the financial future of participants. When a vendor supports more than one benefit program, the integration can increase the complexity dramatically.

To help plan sponsors manage the overall relationship, GCIAS dedicates an executive relationship manager, who serves as a single point of contact and is responsible for:

  • The overall effectiveness of the services provided

  • Engagement of Bank of America and Merrill resources for strategic initiatives, including acquisitions, conversions, plan changes, etc.

  • Ensuring ongoing process improvement and application of best practices

  • Escalation of opportunities and issues resolution

    Equipping Employees at all Levels to Pursue Financial Wellness
    From simple things, like how to access online resources and our contact center, to more complex needs, such as how the benefits offered fit into a participant’s holistic financial picture, GCIAS is prepared to work with plan sponsors to equip participants throughout the organization to achieve financial wellness through:

  • Custom communication strategies and education initiatives to help participants at all levels maximize their employer benefits

  • Dedicated Financial Advisors and Financial Solutions Associates who deliver live and web-based presentations to groups of employees, and one-on-one support to individuals at all levels for more personalized discussions

  • Wealth management planning support available at no charge to help employees understand their holistic financial needs and opportunities

  • Specialized communication to support the unique needs of executives and senior managers

Recognition
Jeffrey Crowell
Managing Director, Wealth Management Advisor
Barron’s “Top 250 Private Wealth Management Teams”, 2024-2025
(Published annually in May. Years pre-dating 2024, published as Barron's "Top 100 Private Wealth Management Teams" list annually March - April. Rankings based on data as of December 31 of prior year.)
Barron's "Top 100 Institutional Consulting Teams", 2021-2025
(Published annually in April. Rankings based on data as of December 31 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
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
Jeffrey Crowell,

CIMA®, CKP®, CPFA®

Managing Director, Wealth Management Advisor
404.264.2061
Joseph Sacco,

CPFA®

Managing Director, Senior Financial Advisor
908.522.3349
Chad Pigg Fife,

CEP, CIMA®, CKP®, CPFA®, CRPS™

Managing Director, Wealth Management Advisor
404.231.6993
Yaniv Rubina,

CPFA®, CRPS™

Vice President, Senior Relationship Manager
404.264.2077
John Weindler,

CPFA®

Managing Director, Senior Financial Advisor
404.231.7789
Robert G Rickles
Vice President, Senior Relationship Manager
404.231.1456
Rachael C Kelly,

CPFA®

Assistant Vice President, Senior Relationship Manager
404.264.6004
Jaiden Alexandra Deas,

CPFA®, CRPS™

Assistant Vice President, Business Manager
404.231.2527
Katherine King
Wealth Management Client Associate
404.231.8004
Ella Grace Alsko
Wealth Management Client Associate (FP)
404.231.6063
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.
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 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.