Gary Knight
,
Senior Vice President, Wealth Management Advisor
3700 N Capital Of Texas Hwy
Austin, TX 78746
512.795.2525
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

Gary provides advanced-level wealth management and financial strategies to the unique needs of accomplished professionals, upper-management corporate executives, and owners of successful privately held companies - with a minimum account size of $1 million. His goal is to become each clients’ primary source of wealth management advice. To this end, he concentrates his efforts and solid experience on developing long-term relationships. Clients can expect a frequent dialogue; including regular face-to-face wealth management planning reviews, investment performance reviews, lending and credit reviews, and goal-oriented integration of their entire wealth management process over time.


Areas of Focus:

  • Asset Allocation[1] and Wealth Preservation

  • Integrative Wealth Management Planning

  • Investment Consulting and Wealth Management Services

  • Tax Minimization[2]

  • Estate Planning Strategies

  • Stock Option Analysis / Maximization

  • Concentrated Stock – Hedge and Diversification Strategies

  • Lending and Liability Management

  • Charitable and Endowment Planning

  • Business Valuation and Succession Planning

  • Executive Retirement Plan and Deferred Compensation Strategies


Gary received his Bachelor of Business Administration from the University of Texas at Austin in 1990, and began his career at Merrill Lynch Wealth Management in 1992. He holds the CFP® certification, awarded by the Certified Financial Planner Board of Standards, Inc.

When away from the office, Gary enjoys spending time with family and friends, sailing, and snow skiing.


[1] Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

[2] Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

[3] Banking and Lending services provided by Bank of America, N.A.

 


I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
Gary D Knight is registered to do business in AZ, CA, CO, CT, FL, IA, IL, KS, MA, MD, MO, MT, NC, NJ, NV, NY, OR, PA, TX, VA, WA, WY.