Ira Gewirtz is a senior financial advisor in the East Brunswick, NJ office. Ira concentrates on assisting retirees and individuals approaching retirement determine their goals and risk tolerance. He has experience in working with individuals in periods of financial transition, using his knowledge and experience to help clients develop and review personalized investment strategies emphasizing proper asset allocation. Ira has worked in the financial services industry for over 35 years. Prior to joining Merrill Lynch Wealth Management, Ira was a managing director at Bear Stearns and was a financial advisor for Smith Barney in lower Manhattan. He received a BS in accounting degree from Brooklyn College in 1974 and attended post-graduate studies at New York University.
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.
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.
CRPC™
CRPC™
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.
