Gary F. Ferreira, CIMA®, CFP®, CRPC®, CPWA®, CAP®
Gary F. Ferreira, Senior Vice President, Wealth Management Advisor, joined Merrill Lynch Wealth Management in 2004 and has been providing financial advice and wealth management services for over 38 years to high net worth families, corporate executives, small/medium sized businesses, family foundations and non-profit entities. He strives to help clients preserve, grow and transfer their wealth through customized financial strategies and disciplined asset management, working closely with their tax and legal advisors. His goal is to establish long-lasting client relationships through maintaining the highest standards of integrity, professionalism and service.
Gary is a CERTIFIED FINANCIAL PLANNER™ professional, CFP®, awarded by the Certified Financial Planner Board of Standards, Inc. He holds the CERTIFIED INVESTMENT MANAGEMENT ANALYST® (CIMA®) designation, administered by the Investments & Wealth Institute™ and taught in conjunction with The Wharton School, University of Pennsylvania. He also holds the Chartered Retirement Planning CounselorSM (CRPC®) designation.
Gary holds the CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®) designation administered by the Investments & Wealth Institute™ and taught in conjunction with the University of Chicago Booth School of Business. He also holds the CHARTERED ADVISOR IN PHILANTHROPY® (CAP®) designation administered by The America College.
Gary graduated from Boston College in 1984 with a B.A. in Mathematics from the School of Arts and Sciences and is active in the Boston College Alumni Community. He resides in Marshfield, Massachusetts with his wife Maureen and their three daughters.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Wealth management requires insight, perspective and intellectual capital. For this important relationship, you need the help of a highly trained professional—someone who is intimately familiar with your family's dynamic and has the experience and professional acumen to establish a wealth management strategy to help achieve your most cherished goals.
Since 1985, I have been providing highly personalized services and strategies for the complex lives of wealthy families, corporate executives and business owners', including next generation education programs, innovative philanthropic strategies, family foundations and other non-profit entities. Working with a limited number of clients by design gives my dedicated client associate and I the time to provide individualized service and superior responsiveness to understand your needs, wants and dreams.
I am proud that many of my client relationships span several decades and multiple generations. Over time, I've realized that these relationships have less to do with the financial markets, and more to do with understanding your goals and dreams and how I can best serve your needs.
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.
