Keefe Gorman, a multi-award-winning wealth management advisor, holds Certified Special Needs Advisor (CSNA), Certified Financial Planner (CFP), and Certified Financial Manager (CFM) designations. He leverages these credentials in performing his responsibilities as a managing director at the Ithaca, New York office of Merrill Lynch. In addition to his professional undertakings at Merrill Lynch, Keefe Gorman is deeply involved in various charitable causes. He is a frequent donor to the Leukemia and Lymphoma Society (LLS).
LLS is the world’s leading non-profit organization that seeks to find a cure for leukemia, lymphoma, Hodgkin’s disease, and myeloma, through groundbreaking research and innovative approaches. LLS also advocates for changes that address the burden of blood-cancer patients and their families through its Office of Public Policy.
LLS has praised passage of the Inflation Reduction Act of 2022. This significant legislation allows Medicare to negotiate the prices of prescription drugs. Patients can save up to $800 per year through Medicare’s negotiated prices. Under the Act, Medicare will negotiate prices for 100 drugs over the next 10 years, and pharmaceutical companies are required to rebate back price increases that are higher than the inflation rate.
Out-of-pocket Medicare Part D costs for medicines wil be capped at $2,000 annually by 2025. This provision ensures that blood-cancer patients will no longer face the hard decision to choose between pursuing treatment and paying for their living expenses. Over 40 percent of patients enrolled in the Medicare program reportedly abandon their cancer treatments when they spend over $2,000 on a single drug prescription.
A wealth management advisor in Ithaca, New York, Keefe Gorman serves as a managing director of investments with Merrill Lynch. When he isn’t working, Keefe Gorman is an avid outdoor sports enthusiast who considers mountain biking to be one of his favorite activities.
The top mountain biking path in the Ithaca area, according to the independent authority Trailforks, is the Black Diamond Trail. Beginning within Ithaca city limits, this trail stretches nearly 8.5 miles along the shore of Cayuga Lake to reach Taughannock Falls, a 215-foot waterfall in Ulysses, New York.
Composed of stone-dust gravel, the Black Diamond Trail is relatively easy to bike for people of all skill levels. As they ride, bikers travel through a forest environment full of maple, oak, hickory, and hemlock trees in dozens of adjacent ravines.
A “rails to trails” project, the Black Diamond Trail is built over a section of passenger train track formerly operated by the Lehigh Valley Railroad. In fact, the track transported the Black Diamond Express, Lehigh Valley’s flagship luxury passenger line that ran from Buffalo to New York City.
Keefe Gorman advises clients on investment and wealth management matters at Merrill Lynch, for which he oversees such services as managing director at the company’s Ithaca, New York, office. Outside of his commitments at Merrill Lynch, Keefe Gorman belongs to the World Pro Ski Tour (WPST). The tour’s 2021-22 season culminated in April 2022 with the WPST World Championships.
Held in New Mexico’s Taos Ski Valley and presented by Rocket Mortgage, the 2022 WPST World Championships featured a qualifying set, a women’s and men’s parallel slalom race, and a parallel giant slalom race. Normally the top 32 athletes from the men’s and women’s qualifiers proceed to the finals, but organizers reduced the number for the women’s event to 16 due to a turnout of two dozen women. The finals consisted of a super-slalom competition with two gate sets and multiple pro-style jumps, followed by a giant slalom race that tested skiers’ technical skill.
Numerous top-tier athletes and former Olympian medalists from across the world participated in the 2022 World Championships, including 2021 WPST champion Robert Cone, three-time Olympian winner Resi Stiegler, two-time Olympian Tricia Mangan, and 2020 WPST Rookie of the Year Simon Breitfuss-Kammerlander. The winners of each slalom race received a $20,000 prize, and an additional $25,000 was awarded to the male and female skiers with the best overall performance.
Olympian and 2022 National Champion Paula Moltzan achieved the top score among the women with 65 total points, while Olympic silver medalist Linus Strasser and World Championships silver medalist Erik Read tied for most points in the men’s standing. Both amassed a combined 45 points across the slalom courses. Strasser and Moltzan also earned the highest scores in the men’s and women’s super slalom, respectively, and Read won the men’s giant slalom competition. First place in the women’s giant slalom went to Stefanie Fleckenstein, a three-time All-American university racer who made her WPST debut this season.
The 2022 WPST World Championships took place April 8-10. Total prize money amounted to $250,000, an increase from previous years due to a contribution from Taos Ski Area.
Keefe Gorman is a director of investments and wealth management with Merrill Lynch. When not serving clients of Merrill Lynch's Ithaca, New York location, he enjoys a range of outdoor pursuits. An avid skier, Keefe Gorman has competed in the World Pro Ski Tour (WPST) multiple times.
In 1969 Bob Beattie , the then-current ski coach for the U.S. Olympic team, created World Pro Skiing, using the dual-slalom format. As opposed to Olympic skiing, the race format readily engaged audiences. Beattie’s incarnation of the series lasted until 1982, when he left the organization and racers went on strike, when Ed Rogers, an ally of World Pro Skiing, created the U.S. Pro Ski Tour. The competition gained a foothold in sports broadcasting on multiple networks, but it did not find a lasting home, with Fox hosting its last races in 1998.
In the succeeding years interest in competitive skiing continued to grow, so in the 2017-2018 season Rogers and his supporters revived the WPST, with major changes. Not only did the tour broadcast on the CBS Sports Network, but it employed a dual-slalom, single-elimination format. Announcers also engaged with fans via online polls and social media discussion of events in real time, to align with other televised sports events’ practices.
When not serving as the managing director of investments and wealth management at Merrill Lynch’s Ithaca, New York office, Keefe Gorman enjoys skiing. Earlier in his life, Keefe Gorman competed at the World Pro Ski Tour (WPST). After revamping its operations, the WPST adapted its broadcasts to suit modern audiences.
The WPST first gained wider recognition via its televised events in the late 1980s. From major television networks like NBC and ESPN, audiences learned about high-level alpine skiing in greater detail. However, 21st-century coverage did not resume until the 2017-8 season, when the WPST switched to broadcasting on CBS Sports Network and unveiled modernizations like a different race format. In 2019-20, the current manager Jon J Franklin added social media elements to allow fans to engage with the race and athletes.
The WPST hosted the first of 11 events, eight men’s and three women’s, for the 2021-22 season, in December 2021. All races proceeding the world championships will occur in Colorado, and the world championships will take place in New Mexico. Athletes compete in dual super slalom races with a single-elimination bracket structure.
A New York-based Certified Financial Planner and Certified Financial Manager, Keefe Gorman earned a spot and was named Forbes “Best in State Wealth Advisors” list in 2021 for the 4th consecutive year. Keefe Gorman serves as a managing director and wealth management advisor at the wealth and investment management firm Merrill Lynch.
Merrill Lynch prioritizes understanding what each client values most when developing an investment strategy. To that end, it offers the Merrill Lynch Investment Advisory Program. Pairing clients with a dedicated advisor, the program provides personalized advice focused on furthering and achieving investment goals. It also grants access to a selection of investment solutions and strategies managed by Merrill Lynch and approved investment managers. Other features of the program include continual monitoring of the customer's investment advisory account and the option of delegating day-to-day investment decisions to their advisor.
Additionally, Merrill Lynch Investment Advisory clients receive a wealth overview that compiles information from their Merrill Lynch brokerage, banking, and investment advisory accounts, as well as their accounts at other firms, shared with their advisor.
Keefe Gorman is a managing director and investments and wealth advisor at Merrill Lynch in Ithaca, New York. In addition to his work at Merrill Lynch, Keefe Gorman contributes to many nonprofits and charities, including ShelterBox.
Based on the belief that shelter is a basic human right, the nonprofit ShelterBox began in the United Kingdom and has since grown to become a global organization that brings help directly to those families that need it.
Since 2009, ShelterBox has been working in the Lake Chad Basin of Nigeria, Cameroon, Niger, and Chad, a region that has been harmed by the violence of the extremist group Boko Haram. This area is also stricken by the impacts of climate change, as well as poor resource management. Lake Chad was once one of the largest freshwater lakes in Africa but has shrunk by 90 percent since the 1960s. The area is also one of the hottest places on the planet.
Approximately 17 million people live in the basin region. Of those, 10.7 million people are in need of aid and 2.4 million have been forced to leave their homes with nothing. ShelterBox has provided shelter and other resources, such as kitchen sets, tool kits, water carriers, solar lights, and blankets, to 11,000 families so far. To learn more about their efforts, visit www.shelterboxusa.org.
Michael Keefe Gorman is a wealth advisor at Merrill Lynch Wealth Management in Ithaca, New York. In 2021, for the fourth consecutive year, the Forbes Best-In-State Wealth Advisors list recognized Keefe Gorman as a top financial advisor.
Since 2018, Forbes, in partnership with SHOOK Research, has published the annual Forbes Best-In-State Wealth Advisors. The list names the best financial advisors in all 50 states and Washington, DC.
To compile the list, Forbes and SHOOK Research accept nominations for best wealth advisors. Any wealth advisor nominated must meet several requirements, including seven years of advisor experience, an acceptable compliance record, and employment for at least one year at their current wealth management firm. In 2021, over 32,000 financial advisors were nominated.
After the nominations, SHOOK Research analysts perform research on the wealth advisors. The researchers look at assets under management, client retention rate, revenue, and adherence to industry best practices. On concluding the research, analysts cut the list of nominees to approximately 5,000.
SHOOK Research invites these candidates to an in-person, virtual, or telephone interview. After the interviews, SHOOK Research ranks the advisors to create the Best-In-State Wealth Advisors list that Forbes publishes.
Keefe Gorman, a Merrill Lynch wealth management advisor, is a resident of Ithaca, NY. A top-rated financial advisor, Keefe Gorman earned himself a spot on Forbes best in state advisors after a recommendation by his firm Merrill Lynch. The ranking that appears on Forbes is done by SHOOK Research.
SHOOK Research ranks advisors based on qualitative and quantitative criteria and not on numbers nor how much they make. Advisors must also meet some basic requirements such as a recommendation by the firm they work for, a completed online survey, at least seven years of experience as an advisor, and deep due diligence, among others.
SHOOK Research, which does not get paid in exchange for rankings, receives thousands of nominations they interview through telephone calls, Zoom, or in-person. The company also tries to understand the nominees’ business models and measure their best practices. The result of the whole process is a list of advisors published on Forbes’ Top Advisor Directory.
The managing director of investments and wealth management, Keefe Gorman works at Merrill Lynch in Ithaca, New York. A member of many nonprofit organizations, Keefe Gorman contributes to Meals on Wheels America. Meals on Wheels America pairs meal deliveries to older people living alone with regular social interaction with the deliverer to combat malnutrition, loneliness, and isolation in this population.
Meals on Wheels began in Philadelphia in 1954, by a group of local volunteers. Their meal delivery services expanded over the years, taking root in over 5,000 cities nationwide. Via a combination of local, state, federal, and private funding sources, the organization can deliver its meals, with the necessary staff, at a wider scale than other groups of its kind.
In response to the COVID-19 pandemic, Meals on Wheels started the Make Good Go Further campaign, mobilizing its preexisting resources, and expanding its capacity. It donated 1,000 grants, totaling over 31.3 million dollars, to 628 individual hospitals, directly assisting frontline workers. By July of 2020 their volunteers delivered over 19 million meals, serving an additional 1 million older adults.
Michael Keefe Gorman, a broker with Merrill Lynch, serves a geographically diverse group of individual investors, businesses, and non-profits from his office in Ithaca, New York.
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