Gibbons | Jones | Vogel Group
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.
Financial wealth is not an end in itself – it is a key influence that can impact well-being either positively or negatively. What impacts do you want to have with your wealth, for yourself and the people you care about? What do you envision, both in the next few years and in the decades to come? What concerns do you have?
The impact of significant wealth is different—in its scale, opportunities, decision points, and challenges. We understand. That's why it's important that we start by listening – because ultimately it's about the well-being that you want for yourself and your loved-ones.
Achieving your vision also requires a team. From the vantage points of our different areas of professional acumen, we identify multiple dimensions that are important in charting your desired path forward. What unites our team is an authentic commitment to you. It is a privilege for us to utilize our talents and experience in careers that meaningfully impact your life and legacy by helping you achieve security, growth and purpose.
CFP®, CIMC®, CTFA
AWMA™
AAMS™
CRPC™
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.
