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Merrill Lynch
Wealth Management
Changes in life can require changes to your investment approach. Whether it’s a small or significant event, we don’t assume what was right for you at one time may also be right at another time. Our financial advisors can offer you the resources and investment choices—along with access to banking services from Bank of America—that can help you position yourself for the
retirement lifestyle you desire.
Profile
Christine Gordon, Senior Financial Advisor, Vice President, began financial services career in 1999. As a Financial Advisor, Christine assists clients thru a holistic approach based formula for accumulating, managing and preserving wealth. She focuses on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them.
A frequent and sought-after speaker on retirement planning, Christine brings clients more than 20 years of financial services experience. She often points out that “people don’t know their expiration date – which is why longevity planning is a critical component in her retirement planning strategies. As a rewarding retirement lifestyle is a common client objective, Christine pursued and received relevant industry training. She holds the Chartered Retirement Planning Counselor designation through the College for Financial Planning Institutes Corp.
Christine finds that many clients see their wealth as important both from a financial and emotional perspective. Taking pride in their families and communities, she hears that business owners and others want to build a legacy for future generations, even as they need to prepare for retirement. In order to properly assist business owners with their business transition planning, Christine obtained her CEPA Designation from the Exit Planning Institute. Exit planning combines the plan, concept, effort and process into a clear strategy to build a business transferable through strong human, structural, customer and social capital.
Taking an expansive, integrated approach to managing clients’ wealth, Christine educates whenever possible with the goal of helping take control of their financial lives. She has long believed in serving fewer clients with excellence, rather than many clients with mediocrity. She also believes in helping clients connect with others who can brighten their outlooks and financial pictures.
“As a single mother who raised two children on her own, I know that many clients – especially women –spend their lives worrying about others, to the point where they neglect their best interests. Working closely with clients, I help create a solid financial foundation for building and preserving wealth,” Christine explains. “A financial advisor should be clear and compassionate when much of life is not. It's rewarding to help increase a client’s financial strength and self-worth.”
Christine resides in Chester County, where she actively participates in local community organizations such as serving on the Board of the The Southern Chester County Chamber of Commerce, Believers in Business and Canine Partners for Life.
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EDUCATION
Taylor Business Institute
Morris High School
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Professional Staff
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Kevin Engelstad
Retirement Specialist
Bank of America, N.A.
Christopher Caradec
Wealth Strategist
Merrill
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Alison Guard
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535296
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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