Gerrie-Stafford Group

Merrill Lynch Wealth Management

3700 N Capital Of Texas Hwy
Austin, TX 78746
(512) 795-2179
Learn more about an advisor's background on
Gerrie-Stafford Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Gerrie-Stafford Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Jay Gerrie
Managing Director, Senior Financial Advisor
Barron's "Top 1200 Financial Advisors", 2022-2023
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2022-2023
(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.)
Gerrie-Stafford Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Meet Our Team
Jay Gerrie
Managing Director, Senior Financial Advisor
512.795.2158
Caleb Stafford,

CFP®, CPFA™, CRPC™

First Vice President, Wealth Management Advisor
512.795.2179
Rachel M Jensen
Officer, Registered Senior Wealth Management Client Associate
512.795.2196
Megan Parker Lundberg,

CFP®

Assistant Vice President, Senior Wealth Planner
512.795.2160
Allison Gerrie
Financial Advisor
512.795.2521
Laurie A Ross
Officer, Registered Wealth Management Client Associate
512.795.2542
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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 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.