Gary is a Senior Financial Advisor with Merrill. Gary has been in the Investment Industry for over 30 years- starting his career at Merrill in the early 80's.
Gary has built his service model working with Businesses, Medical Professionals, Not For Profit Organizations, and Retirees. Gary works with each client to develop a robust wealth management strategy, focusing on in-depth financial recommendations and a relationship that is built on trust. Generally, Gary offers Investment Services on a "Fee Based" Platform- not commissions.
All strategies are based upon the client's risk tolerance, time horizon,liquidity needs, and overall investment goals while also taking into consideration the cost of recommendations.
Gary graduated from University Of Illinois, where he earned a degree in Finance. On a personal side, Gary devotes a great deal of time to the Springfield Chamber of Commerce (past Ambassador), The Springfield Rotary (past officer), past board member of Big Brother Big Sister, Goodwill Industries and March of Dimes.
Additional Team members: Jon Gibson - Registered Wealth Management Client Associate - RDA Jon handles account administration and client relations.
My 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. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.