When addressed separately, the different pieces of your financial life may only help you realize part of your true financial potential. The goal of The Somers Gibson Group is to have nearly every aspect of your financial life work seamlessly together to help you pursue your goals. By leveraging the insights of Merrill and with access to the banking, credit and lending of Bank of America, our team can streamline the process of helping you address virtually any financial need.

We strive to become your financial concierge, helping guide you through each stage of your financial life. It is our belief that the passion of each member of The Somers Gibson Group can be felt in every interaction they have with you and in their dedication to help you pursue the things in life that bring you the most joy.

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.