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Global Corporate & Institutional Advisory Services
GCIAS3455 Peachtree Road N.e.
Atlanta, GA 30326- Hours of Operation: Mon - Fri: 9:00 AM - 5:00 PMSee More Hours
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
Branch Office Profile
- About Us
- Culture
- Community
- Client Commitment
The GCIAS Team
Nobody has time for complexity these days, especially when it comes to financial matters. That's why for more than 25 years, Merrill's Global Corporate & Institutional Advisory Services (GCIAS) has offered plan sponsors access to the advantages of integrating recordkeeping support for retirement contribution plans, equity and stock awards, and personalized wealth management services with employee education and financial wellness strategies. Ours is a story of commitment, experience, innovative strategies and connecting the dots for companies and their employees.Culture
The branch’s financial advisors are committed to client service and satisfaction. Every relationship begins by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with the ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can collaborate with them on creating financial strategies designed to meet their long-term objectives.
Community
Through our volunteerism and charitable outreach, the branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.
Client Commitment
As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the investing insights of Merrill, a disciplined wealth planning platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.
Advisors at This Location
Our experienced financial advisors work in teams, which gives us the opportunity to share ideas and collaborate with each other so that we can offer an approach designed to address each client’s unique goals.
Executive Relationship Management & Employee Education
Global Corporate & Institutional Advisory Services
GCIAS: Hartnett, Cook, Heightchew, Massi, Toye, Sohn
Global Corporate & Institutional Advisory Services
GCIAS: Zwieg, Hartnett, Cooper, Steinwarz, Abate, White, Cagle, Onuorah
Global Corporate & Institutional Advisory Services
GCIAS: Speziali, Little, Kennon, Shindnes, Bohr
Global Corporate & Institutional Advisory Services
GCIAS: Sereno, Khan, Southall
Global Corporate & Institutional Advisory Services
GCIAS: Anderson, Levine, Crist
Global Corporate & Institutional Advisory Services
GCIAS: Farren, White, Perelle, Barnes, Wilson, Ansley, O'Hare
Global Corporate & Institutional Advisory Services
Key Employee Services & 10b5-1 Services
Global Corporate & Institutional Advisory Services
GCIAS Leadership
Global Corporate & Institutional Advisory Services
GCIAS: Williams, Salone, Shipman, O'Hare
Global Corporate & Institutional Advisory Services
GCIAS: Townsend, Budnik, Dore, Hess, Joerres, Murphy
Global Corporate & Institutional Advisory Services
High Net Worth Group
Global Corporate & Institutional Advisory Services
GCIAS: Rollins, Hernandez, Moscato, Cramer, Neighborgall, Hines, Pinnock, Walzer
Global Corporate & Institutional Advisory Services
GCIAS: Cramer, Wazevich, Thome, Templeton, Rollins, Murray, Preston, Adkins
Global Corporate & Institutional Advisory Services
GCIAS Investment Committee
Global Corporate & Institutional Advisory Services
GCIAS: Hartnett, Molinari, Sanders
Global Corporate & Institutional Advisory Services
GCIAS: Blalock, Covington, Farren, Holley
Global Corporate & Institutional Advisory Serivices
Chloe Crist
Financial Advisor
Joshua Walzer
Financial Advisor
Joseph Toye
Financial Advisor
Alexander Sergeyvich Shindnes
Financial Advisor
Brent Cohen
Financial Advisor
Maxwell T Binner
Senior Financial Advisor
Chase Billington
Financial Advisor
Clayton M Roell
Financial Advisor
Lloyd G. Phipps, Jr.
Financial Advisor
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 we can help you create a financial approach that reflects your personality. Only then can we 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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Careers 4
No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.
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Work Culture
Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.
Rewarding Career
We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.
Access to Resources
Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.
Grow & Learn
Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.
Hours of Operation
Hours
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