The GBSD Group - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

The GBSD Group

Global Wealth Management

MERRILL LYNCH BUILDING
1190 W. MARION AVENUE
Suite 1
PUNTA GORDA, FL 33950

Phone: (941) 637-4313
Email:

Directions to Branch

PROFESSIONAL STAFF

	(941) 637-4313	Vice President
	(941) 637-4328	Vice President
	(941) 637-4359	Financial Advisor
	(941) 637-4323	Senior Associate
	(941) 637-4329	Registered Client Associate
	(941) 637-4331	Vice President
	(941) 637-4321	Senior Associate
	(941) 637-4337	Vice President
	(941) 637-4327	Financial Advisor

PROFESSIONAL PROFILE

Our clients are comprised of affluent families, high-net-worth individuals, corporate executives, qualified corporate retirement plans and successful business owners who value the disciplined approach we bring to each relationship.

We offer advice that goes beyond stocks and bonds to look at our clients' unique financial situations. We believe that most successful wealth management strategies look at the big picture. We endeavor to establish deep and valued relationships with clients to truly learn what their needs and aspirations are.

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Roy Borrego is registered to do business in: AK, AL, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TX, VA, WA, WI

Melinda Diedrick is registered to do business in: AK, AL, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TX, VA, WA, WI

Robert W. Dwyer is registered to do business in: AK, AL, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TX, VA, WA, WI

Eric P. Schultz is registered to do business in: AK, AL, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TX, VA, WA, WI

Dominic J. Casanueva is registered to do business in: AK, AL, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TX, VA, WA, WI

H Garcia is registered to do business in: AK, AL, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TX, VA, WA, WI

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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Opinions expressed are subject to change. Past performance is no guarantee of future results.

Merrill Lynch offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties

Any information presented is general in nature and is not intended to provide personal investment advice. The investments or strategies presented do not take into account the investment objectives or financial needs of particular investors. It is important that you consider this information in the context of your personal risk tolerance and investment goals.

Asset allocation, diversification and rebalancing do not assure a profit or protect against loss in declining markets.

Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied upon for the purpose of avoiding any tax penalties. Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other subsidiaries of Bank of America Corporation.

Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A., Member FDIC. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency.

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Investment products, insurance and annuity products:

Are Not FDIC Insured	Are Not Bank Guaranteed	May Lose Value
Are Not Deposits	Are Not Insured by Any Federal Government Agency	Are Not a Condition to Any Banking Service or Activity

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