An Overview of the Merill Lynch Investment Advisory Program

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.