Charlie Gould

First Vice President, Wealth Management Advisor
NMLS #534134

1040 Stony Hill Rd
Yardley, PA 19067
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

Charlie focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Charlie provides access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives. Charlie is driven by his passion for delivering excellent service and helping clients pursue their goals.
Community involvement is an integral part of how Charlie interacts with clients and communities. Charlie is enthusiastically involved with volunteering for organizations such as the American Littoral Society. Let him show you how his professionalism and dedicated client service could benefit you and your family. Contact him at your earliest convenience.

Meet Our Professional Staff
Janet A Sellers
Officer, Wealth Management Client Associate
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
Michael J Friedman
Wealth Management Banking Specialist
Lucia Lee
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535353
About Merrill

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.

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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.
Charles Gould is registered to do business in AZ, CA, CO, DC, DE, FL, GA, KY, MA, MD, MN, NC, NH, NJ, NY, PA, RI, SC, TN, VA, WV.
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.