Gentry Buchan is a seasoned professional in wealth management, focusing on financial strategy and advising clients on long-term financial goals. With a keen eye for detail and a sensitivity to individual priorities, Gentry works closely with clients, particularly women and families, to optimize their financial situations. Her experience spans retirement strategies, trust, and generational wealth planning, and she is dedicated to providing personalized guidance tailored to each client's unique circumstances. Gentry's commitment to integrity, accountability, and transparency helps to ensure that her clients receive trustworthy and reliable advice. Beyond her professional endeavors, she is actively engaged in her community, volunteering for various organizations, and supporting her sister's participation in the Special Olympics. Gentry's educational background includes a Bachelor's degree in Business Administration from Montreat College and an MBA in Strategic Leadership and Organizational Development from Barton College. With her wealth of experience and dedication to her clients' success, Gentry Buchan is a trusted advisor in the field of wealth management.
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.