Carl Gordinier

Carl Gordinier, BS, CFP, CIMA, CPWA, CRPC

  • Executive in Residence, Finance
  • Managing Director and Wealth Management Advisor, Merrill Lynch

Education

  • BS, Business (1993)
    Widener University (PA)

About Me

I am an experienced financial advisor to the high net worth individual and institutional market. I started my career in 1993; I am a Senior Vice President-Wealth Management at Merrill Lynch and the production and assets I manage place me in the top 10 percent of all Merrill Lynch financial advisors.

My objective is to help you use your wealth to transform your vision of the future into reality. I take an encompassing approach to helping you manage your wealth—an approach that is powered by the relationship I develop with you.

Wealth management is much more than a series of portfolio transactions. It is an objective, disciplined process carried out over years, even decades — not weeks or months. I have learned that helping clients understand their current financial situation relative to their long-term goals is a necessary first step to creating, preserving and growing wealth.