Gina joined Merrill Lynch Wealth Management in 2009, and provides investment management and financial advice to individuals, families, businesses, and nonprofit organizations. She delivers a personalized approach, developing thoughtful strategies to help clients pursue goals such as targeted savings, long‑term wealth accumulation, personal and corporate retirement planning, and wealth transfer planning.
Gina manages every client relationship with compassion, care, and diligence. Known for her ability to listen deeply, anticipate needs, and guide clients with patience and clarity, she is dedicated to helping individuals and organizations make confident, well‑informed financial decisions. These qualities, combined with advanced technical and analytical expertise, are widely regarded as her professional superpowers.
Gina has significant knowledge in retirement and workplace benefits consulting, with specializations in executive compensation and defined contribution plans. She integrates these areas into comprehensive financial strategies designed to meet the evolving needs of both individuals and organizations.
Gina graduated from Bryant University with a Bachelor of Science in Business Administration. She is a Certified Investment Management Analyst (CIMA®) professional and has earned the Chartered Financial Consultant (ChFC®) and Certified Plan Fiduciary Advisor (CPFA®) designations.
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.
