With over 20 years of experience in the financial services field, including eight years with Merrill Lynch Wealth Management, John L Gomez is a seasoned professional dedicated to helping clients achieve their financial goals and dreams. His deep-rooted faith guides his decisions, enabling him to offer a purposeful and committed approach to wealth management.John focuses on working with executives, entrepreneurs, and other big-thinking professionals, providing personalized strategies for allocating capital and building wealth efficiently over the long term. His experience is complemented by Merrill's unique and powerful digital planning tool, the Personal Wealth Analysis®, which helps create customized financial strategies tailored to each client's specific needs.John's high-touch service model helps to ensure proactive communication and continuous support, with the goal of making himself a trusted resource in navigating clients' financial journeys. By integrating financial planning, including retirement, tax, estate, and legacy planning services, John works hard to ensure that all aspects of his clients' wealth work together to meet their long-term objectives.As a Merrill client, you'll benefit from exclusive resources, investment opportunities, and insights helping to give you an advantage in managing your portfolio effectively. John believes his dedication to personalized service and customized wealth management sets him apart in the industry, helping to ensure his clients' financial success and confidence.
My mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand, in great detail, exactly where you stand today and where you'd like to be tomorrow. I work with you to design and bring to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.
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.