The Gardner Sullivan Group
Merrill Private Wealth Management
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.
- 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.
CIMA®
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
