Robertson Terrill Gypmantasiri Gunnari & Associates

Merrill Private Wealth Management

1211 SW 5th Avenue
Suite 2400
Portland, OR 97204
(503) 221-4678
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As a diverse, multi-generational team of professionals, we serve ultra-high and high net-worth clients who welcome seasoned advice and insight surrounding major financial and other life events where informed decisions can create enduring benefits.
Robertson Terrill Gypmantasiri Gunnari & Associates
Merrill Lynch Wealth Management
Welcome

At Robertson Terrill Gypmantasiri Gunnari & Associates, we work hand-in-hand with people whose efforts and accomplishments have brought them wealth and opportunity. To address the complexities of our clients’ financial lives – both professional and personal – we have designed our practice accordingly, with a service model similar to that of a multi-family office.

As of January 1st, 2024, our team is entrusted with over $1.7 billion in assets belonging to established business owners, entrepreneurs, senior executives, professionals, successful women, members of the LGBTQ community, and generations of families primarily on the West Coast and throughout the country.

With two of our principals recognized repeatedly by Forbes for their achievements as wealth advisors, we are proud – not only of our industry accolades – but also of the exceptional level of care and consideration we deliver to clients. It is our belief that the trusted client relationships we enjoy reflect our team’s character and integrity. Being transparent with clients is part of our shared mission. The referrals we receive tell us we’re fulfilling our mission and clients’ goals.

From the outset of each relationship, we help clients explore and prioritize their most cherished goals for themselves and the people they love. By asking questions and listening more than talking, we help clients identify the purpose of their wealth, so that the strategy we formulate on their behalf can help them feel comfortable in its pursuit. Rather than being a one-time event, our highly disciplined, planning process continues over time, to address what clients envision in the near future and encounter along the way.

Today, we are a diverse, multi-generational team of dedicated professionals. In addition to our relationships with clients, spouses, parents and children evolving naturally, our ages help ensure what clients deserve in the years ahead – a seamless continuity of strategy and service.

Recognition
Kevin Robertson
Senior Vice President, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Show more recognition
Robertson Terrill Gypmantasiri Gunnari & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Our Approach
Tradition of Care and Integrity

At Robertson Terrill Gypmantasiri Gunnari & Associates, we have a proud story that continues to be told. It revolves around the specialized needs of ambitious clients and generations of their extended families.

With more than 100 years of combined wealth management experience and our desire to treat clients like family members, we know that value extends well beyond their balance sheets. It's best measured over time, by the delivery of highly purposed wealth management – offered with an authentic, personal touch.

As one of the first wealth management teams established in Oregon, our success also reflects our track record and the loyalty of clients. Having managed their money and emotions amid the volatility of the 2000 Tech Bubble, 2008 Financial Crisis and the 2020 Covid-19 Pandemic, we feel good knowing that virtually all of those clients remain with us today. We believe that's due in large part to our enlightened perspective on mitigating investment risk and helping clients follow the strategy we designed and mutually agreed upon.

Results and relationships matter to us. With a financial advisor and client associate assigned to each client, we are fully invested in supporting them whenever a need arises. Clients can expect our full attention, collective acumen, and the extensive resources of our firm.

What hasn't changed over the years? We continue to think about clients – evenings and on weekends. And we ask ourselves questions. "What are we missing? What can we do to increase their return on life in a meaningful way? What opportunity did we introduce to one client that may help another?" We also send articles and notes to clients that may interest or help them. We recognize the opportunity we have and that clients can go anywhere. We are appreciative and take our roles very seriously.

Meet Our Team
Kevin Robertson
Senior Vice President, Private Wealth Advisor
503.221.4699
Jeffery Terrill,

CEPA®, CFP®, CPFA™, CRPS™

Senior Vice President, Private Wealth Advisor
503.221.4678
Sirinan Gypmantasiri,

CRPC™

First Vice President, Senior Financial Advisor
503.221.4622
Sheri Gunnari,

CFP®, CPWA®

Vice President, Wealth Management Advisor
503.221.4631
Drew Pinson,

CFA

Assistant Vice President, Wealth Management Advisor
503.387.1314
Raad Steele
Registered Private Wealth Client Associate
503.221.4752
Emily Alferd
Registered Private Wealth Client Associate
503.221.4672
Cynthia Sutliff
Officer, Wealth Management Client Associate
503.221.4730
Matthew Dodge
Registered Wealth Management Client Associate
503.699.7238
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bonnie Scott
Wealth Management Banking Specialist
Merrill
Marci White
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #986796
Jeralyn Seiling
Private Wealth Strategies Advisor
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.