 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.
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 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.  Keefe Gorman is an experienced investment professional and wealth management advisor with Merrill Lynch in Ithaca, New York. Outside of his responsibilities as managing director of Merrill Lynch, Keefe Gorman is an avid golfer.
Golf enthusiasts in New York state should consider booking a tee time at Shinnecock Hills Golf Club in Southampton, the state’s top course according to Golf Digest. Designed by William Flynn in 1931, the course is a 7,445-yard, par 70 with a 69.5265 difficulty rating. Flynn’s course is regarded as one of oldest links in the United States. The original layout underwent a comprehensive remodeling at the hands of C.B. Macdonald before Flynn made the course his own in 1931. His vision for the course proved so strong that decades passed without any significant alterations. In 2012, Bill Coore and Ben Crenshaw expanded a few greens and implemented a new mowing pattern in anticipation of the 2018 US Open. The successful event was won by Brooks Koepka and the tournament will return to Shinnecock in 2026. The course at Shinnecock Hills Golf Club ranks at No. 1 in New York and No. 4 in the nation, having ranked as high as No. 2 in the US as recently as 2007-2008. According to Golf Digest, other top-rated courses in New York for the 2021-2022 golf season include courses at Southampton’s National Golf Links of America, the Fishers Island Club, and the West Course at Winged Foot Golf Club in Mamaroneck.  Based in Ithaca, New York, Keefe Gorman serves as a managing director at Merrill Lynch. When he is not providing Merrill Lynch clients with wealth management and investing strategies, Keefe Gorman enjoys playing golf and tennis.
There are three primary types of spin shots tennis players can make use of: slice shots, top spin shots, and flat shots. To hit a slice shot, players must swing their rackets in a downward motion, slicing underneath the ball to create backspin. A slice shot typically moves over the court with a low trajectory and does not bounce very high, making it difficult for opponents to attack. Furthermore, slice shots travel slowly through the air, giving players time to regroup. All told, the slice is an effective defensive shot. Top spin shots, meanwhile, are achieved by swinging upwards and hitting the ball with a slightly closed racket face. This causes the ball to spin forward at a rapid rate, creating a high arcing trajectory. The top spin helps players maintain control of their shots without sacrificing as much pace compared to a slice shot. On the first bounce, top spin shots jump forward, further amplifying both the offensive and defensive advantages of top spin and testing an opponent’s footwork and timing. If a slice shot is primarily defensive and a top spin shot is a blend of control and aggression, flat shots are a purely offensive approach. By hitting the ball with a perfectly flat racket face, players impart little to no spin on the ball. This results in a high-paced shot with a flat arc. The lack of net clearance and spin reduces a player’s margin of error, but also puts added pressure on their opponent.  Keefe Gorman of Merrill Lynch is a successful certified financial planner, certified financial manager, and certified special needs advisor in Ithaca, New York. When he isn’t working as a managing director with Merrill Lynch, Keefe Gorman sits on the board of directors for Foodnet Meals on Wheels of Tompkins County.
Serving residents throughout Tompkins County, New York, Foodnet Meals on Wheels delivers hot meals to qualifying senior citizens in their homes and provides other supportive social services. To further these efforts, it sponsors supportive public outreach events such as the Mac ‘n Cheese Crawl 2021. To present the Mac ‘n Cheese Crawl, Foodnet Meals on Wheels partnered with multiple local restaurants, which served smaller portions of their best macaroni and cheese dishes to event participants. These participants bought official Mac ‘n Cheese Crawl passports that enabled them to sample some or all of the available dishes. After tasting each dish, participants could vote for their favorite via email, voicemail, or official event mobile app.  An accomplished investment and wealth management advisor, Keefe Gorman serves as a managing director with Merrill Lynch in Ithaca, New York. A passionate skier, Keefe Gorman is also a member of the World Pro Ski Tour.
Established in 1982, the World Pro Ski Tour presents alpine super slalom ski racing events that pit competitors against one another side-by-side in a single elimination format. The World Pro Ski Tour’s prize money and reputation for top-tier competition attracts a diverse international roster of Olympic athletes and professional skiers. In August 2020, the World Pro Ski Tour announced a content distribution partnership with the sports media company WAVE.tv. According to a recent agreement, WAVE.tv will share ski racing footage and other World Pro Ski content across a portfolio of 18 social media platforms including YouTube, Facebook, Instagram, and Snapchat. WAVE.tv’s published content currently garners 3.2 billion views each month. Its partnership with the World Pro Ski Tour will bring skiing events to an audience of approximately 250 million.  Keefe Gorman works with Merrill Lynch in New York as a wealth manager. In addition to his work with Merrill Lynch, Keefe Gorman also supports Camp Good Days, an organization that provides residential programs (camps) for children with sickle cell anemia and cancer, children who have a parent or sibling with cancer or sickle cell anemia, and children who have lost a parent or sibling with cancer or sickle cell anemia.
This year, in response to social distancing requirements, Camp Good Days moved to a virtual platform and decided to end the week by hosting a parade. In the 41 years since its inception, it has held a week-long camp designed to help children with cancer, but because of the circumstances surrounding the pandemic, organizers had to make changes. The staff managed to pull together a camp in which the children had a good time. Twelve people volunteered to oversee the activities, and 56 children participated in yoga, games, gymnastics, arts and crafts, baking, and other activities. Afterward, the awards ceremony and sing-a-long that has usually closed the camp was replaced by a drive-through parade.  Named one of the Top 50 brokers in the US by Registered Representative Magazine and one of the Top 100 Advisors by Barron's, Keefe Gorman has served as a broker with Merrill Lynch since 1987. In addition to his role with Merrill Lynch, Keefe Gorman spent eight years as a board member with Foodnet/Meals on Wheels of Tompkins County.
To support its mission of alleviating hunger among Tompkins County seniors, the Foodnet Meals on Wheels program aims to preserve dignity and independence as it delivers hot meals directly to clients’ homes. Any adult aged 60 and over who is homebound due to an accident or illness is eligible for meal delivery. Additionally, the program is available to seniors who do not have resources such as a refrigerator or stove, those who are unable to shop for themselves, or those who lack the knowledge and experience to prepare nutritious meals. In some cases, non-elderly disabled individuals may be eligible under the program, as may non-disabled individuals who wish to purchase meals under the Foodnet Select program.  Keefe Gorman is a managing director of investments and a wealth management advisor at Merrill Lynch in New York. Outside of his work, Keefe Gorman is a member of the World Pro Ski Tour and an avid skier.
Mr. Gorman ranked ninth on the 2019 World Pro Ski Tour despite missing a major event in Beaver Creek, Colorado. He went on to compete at Waterville Valley and Steamboat Springs to secure a Top 10 finish, just five points behind eighth-place competitor Jake Schibli. Phil Brown of Canada, meanwhile, not only finished the season in first place but earned Rookie of the Year honors. He won in Waterville and Steamboat Springs, and finished second at Beaver Creek to Garrett Driller. Driller, who is a rookie from the United States, and fellow American Alex Leever finished second and third in the season, respectively, despite both players missing the Waterville Valley event. The complete World Pro Ski Tour rankings can be found online at www.worldproskitour.com. |
AuthorMichael 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. Archives
December 2021
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