The Gerczak Wealth Management Group

Merrill Lynch Wealth Management
1111 E Main Street
Richmond, VA 23219
(804) 225.6806
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Whether you're planning for retirement, saving for your child's education, or investing for your future, we work closely with you to craft a comprehensive strategy that reflects your unique circumstances and ambitions. Our mission is to help you make informed decisions and navigate the complexities of the financial landscape with confidence and clarity.
The Gerczak Wealth Management Group
Welcome

At Merrill, we understand that every financial journey is unique, and we are here to help you navigate yours with peace of mind. The Gerczak Wealth Management Group takes a client-focused, holistic approach, starting with truly listening to your goals and concerns for the future. Our mission is to build a partnership rooted in trust and understanding, ensuring that the direction we move in reflects what matters to you most. With a collaborative mindset, our team strives to provide exceptional customer service and comprehensive solutions to fit your needs. From retirement planning to cash flow management, we pride ourselves on offering assistance that addresses every aspect of your financial well-being. Compassion and care are at the heart of what we do. We are not just here to manage your finances--We are here to empower you to live the life you envision. Let us guide you with expertise and integrity as we work together toward achieving your goals. Your future is our priority.

Recognition
The Gerczak Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome

Understanding clients, their families, their finanical situation, and their priorities allows us to develop meaningful connections and deliver personalized financial guidance. By being there for our clients' significant life moments, we are able to be there to support them as their finanical needs continue to evolve.

Meet Our Team
Gregory Gerczak,

CIMA®, CPWA®

Senior Vice President, Wealth Management Advisor
804.225.6806
Kate G Diehl
Officer, Wealth Management Client Associate
804.225.6812
Lisa McKittrick
Financial Advisor
804.780.1424
Joseph Andriano,

CFP®

Financial Advisor
804.780.1478
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.
Casey Ortiz
Associate Investment Advisory Specialist
Merrill
Neil W Phelan
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #108774
Michael J Walthall
Wealth Management Banking Specialist
Merrill
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
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.