Financial industry veteran Keefe Gorman works as an advisor for Merrill Lynch. To bring up-to-date knowledge of the financial industry to his clients at Merrill Lynch, Keefe Gorman maintains membership in the Financial Planning Association (FPA). As a membership organization for certified financial planners (CFPs), along with affiliated educators, students, and other professionals, FPA seeks to advance the interests of the financial planning community.
To help members advance in their careers, FPA offers a range of professional education opportunities. Each year, the organization hosts several conferences, which feature high-caliber speakers and programming to provide the latest business and technical information to members. The organization’s annual conference attracts more than 2,000 financial planning professions, with 50 percent of attendees having at least 15 years of experience in the financial industry. Through this event, planners at every stage of their career gain insights from noted industry leaders and have opportunities to network with peers.
In addition to in-person events, FPA provides virtual learning opportunities, including free webinars. The organization also produces a publication, the Journal of Financial Planning.
Keefe Gorman, of Merrill Lynch, has established himself as one of the nation’s top financial advisors over the course of his career. Outside of his work at Merrill Lynch, Keefe Gorman is an accomplished athlete and former pro skier. He likes to stay physically active through sports such as mountain biking and tennis.
Individuals new to the sport of tennis may hear the term pro set and assume it refers to the sets played by professional tennis players, which are won by the first player to reach six games. In reality, the pro set was developed during the days of the Pro Tour and is played to eight games. This extended set remains popular among league players and in collegiate settings, and in fact all Division I doubles matches are played as pro sets. During a pro set, a player must win by a margin of at least two games, with a traditional 7-point tie break occurring should the score reach eight games all. Though less common, some pro sets are played to 10 games. Other than the eight-game goal, a pro set is scored in the same fashion as the more well-known six-game set.
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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