Gary Kokalari is a Senior Vice President and Senior Financial Advisor who joined the Merrill Lynch Wealth Management Rockefeller Center Office in 1994. Gary assists clients in developing strategies to manage their personal and business finances. He has over thirty years of experience in the financial services industry, and Gary holds a Master of Business Administration (M.B.A.) in finance from the Wharton School of the University of Pennsylvania and a Bachelor of the Sciences (B.S.) in business administration from the School of Management of Boston University.
FINANCIAL PRODUCTS AND SERVICES:
• Full range of equity and fixed income products
• Institutional Money Management
• Hedge Funds
• Private Equity Investments
• Mutual Funds
• Business and Individual Retirement Plans
• Structured Investments
• Corporate Cash management
• Certificates of Deposit
• Commercial Real Estate Financing
• Home Financing and Equity Lines
• Business Financing
• Life Insurance
• Fixed and Variable Annuities
• Long Term Care Insurance
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Financing, banking, credit, and lending services are available through Bank of America, N.A.
*NMLS ID - 579385
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.
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.
