The GRKS Group

Merrill Lynch Wealth Management

Sixty Lake Street
Burlington, VT 05401
(800) 286-6022
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Distinct in practice and philosophy, The GRKS Group uses a highly personal, planning-based approach to customize wealth management strategies for their clients.
The GRKS 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
Danielle Gilbert-Richard
Senior Vice President, Wealth Management Advisor
Working Mother/SHOOK Research's "Top Wealth Advisor Moms", 2017
(Published on October 3, 2017. Rankings based on data as of Mar 31, 2017.)
Forbes "Best-in-State Wealth Advisors", 2018
(Published on February 15, 2018. Rankings based on data as of June 30, 2017.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Click here to learn more about advisor recognitions
Meet Our Team
Danielle Gilbert-Richard,

CFP®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
802.660.1032
Dorota Kim,

CPFA™, CRPC™

Senior Vice President, Senior Financial Advisor
802.660.1080
George S Simone,

CRPC™

Senior Vice President, Senior Consultant
802.660.1067
Patrick Phillips,

CRPC™

Assistant Vice President, Relationship Manager
802.660.1047
Sara J Hughes
Officer, Registered Senior Wealth Management Client Associate
802.660.1053
Kristin E Burns
Registered Wealth Management Client Associate
802.660.1043
Jo-Ellen Manhardt
Officer, Registered Wealth Management Client Associate
603.628.3235
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.
Kate Seaver
Wealth Management Banking Specialist
Merrill
Insights
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.
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.