The Gerczak Wealth Management Group

Merrill Lynch Wealth Management

901 E Byrd St
Richmond, VA 23219
(804) 225-6806
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 We strive to develop and implement a personalized strategy to help you reach the goals that matter most to you and your family. Our team is dedicated to providing exceptional service to our clients. 
The Gerczak Wealth Management Group
Merrill Lynch Wealth Management
Welcome

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.

Recognition
The Gerczak Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
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.

Wednesday, August 14th 2024| 6:00-7:00 pm
Security: Faces of Fraud with Jeff Lanza

Jeff Lanza, Author and Speaker, is a retired FBI Agent. He will share an exclusive presentation on how to stay safe from the latest threats. Jeff will offer clear-cut ways to protect yourself and prevent fraud.

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
Jermain Martin
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.