The primary focus of the GL Group is to provide individuals, families, and businesses with an organized and comprehensive wealth management experience that is backed by the resources and intellectual capital from Merrill, a global wealth management institution.
We believe that communication, transparency, and attention to details are essential in delivering a highly personalized client experience. This starts with fully understanding our clients objectives and then offering education along with advice and guidance when implementing potential investment and financial solutions.
CPFA®, 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.
