The Gardner Sullivan Group

• The group's senior partners, Chris Gardner and Bill Sullivan have a combined 55+years in domestic and international financial services across Big Eight public accounting, private equity, bulge bracket investment banking including fixed income trading & sales and portfolio management.
• Previous employers include Arthur Andersen, Morgan Stanley, ABN AMRO, and Credit Suisse.
• Our client focus includes participants in liquidity events such as the sale of a business, equity options monetization, complex estate transfers, performance earnouts, and concentrated public equity monetizations.
• We manage liquid client assets internally in a fully customized tax-efficient manner.
• Our clients further benefit from customized credit solutions for art, real estate, classic car, aircraft, and marine acquisition along with unsecured credit lines.
• We deliver the resources and expertise of the entire enterprise, including Bank of America, Merrill, and the Private Bank (formerly U.S. Trust Company).
• Our client base is geographically dispersed, from New England to Rancho Santa Fe, Seattle to Naples, and across the mid-west.

We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.