The Gleeson Sokola Group
Merrill Lynch Wealth Management
One Park Place
Suite 350
Annapolis, MD 21401
(410) 321.4357
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Mission Statement
The Gleeson Sokola Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Welcome

We focus on developing customized financial solutions for individuals, families and business owners. Together, we work closely with you to understand your goals, and then agree upon next steps so you have a caring, knowledgeable advisor who can help you address your unique financial goals. You may be concerned with wealth preservation and growth, or leaving a legacy to your family, a charity or a cause. Whatever your personal goals may be, we will work with you to develop a personalized plan designed to help you pursue what’s most important to you.

About Us
Philosophy

Including the entire family in the financial planning process is important. Our financial advisors can work together with you to engage your family in planning strategies, often helping facilitate family finances discussions that may be difficult for you or other family members to initiate on your own.

Meet Our Team
Brian Gleeson,

CFP®

Senior Vice President, Wealth Management Advisor
410.321.4330
Frank Sokola
Vice President, Senior Financial Advisor
410.263.0124
Adam T Hawley
Officer, Registered Wealth Management Client Associate
410.321.4357
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Patricia Sue Lueckert
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #532638
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.