Eric F. Gonzales
Senior Resident Director, Senior Vice President @Merrill Lynch
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WORK HISTORY
Senior Resident Director, Senior Vice President @Merrill Lynch
Wealth Management AdvisorAny information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc.(\"BofAS\") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.NMLS#632110*The Bank of America Global D&I Award is an internal annual program recognizing individuals who help make Bank of America a diverse and inclusive place to work where all employees have the opportunity to succeed. The employee must have at least six months tenure and be a full- or part-time employee who works 20 or more hours per week.
EDUCATION
University of California, Davis
Bachelor's Degree
Vallejo High School
High School
ABOUT ERIC F. GONZALES
As a Wealth Management Advisor, I serve hardworking and accomplished client families – mostly in Napa, Sonoma, and Solano counties. As Senior Resident Director of the Merrill Napa Office, I have the added privilege to lead more than a dozen advisors in assisting and helping them find their business passion. Focusing on office culture and mirroring the communities we call home, proudly had me recognized as a Global Diversity and Inclusion Manager Award Winner in 2018 and 2019.I am also the founder of the Gonzales Group. Rather than only look at dollars and cents, my colleagues and I believe that wealth should be measured by how well it can satisfy client\'s priorities for themselves and their loved ones. For years, we\'ve received as many hugs as handshakes from clients. I believe this comes from delivering value beyond wise investment management and always acting in the best interest of our clients.WHO DO WE SERVE?Active and retired wine industry executives, business owners, and generations of families. On their behalf, we deliver boutique-like attention and the vast resources of a global financial institution. A majority of clients are accumulating assets, but their retirement years are a question mark in their minds. They may also have personal or significant borrowing needs (for current and future ventures). That\'s why we offer access to residential, securities-based, and commercial lending through Bank of America, N.A.WHAT CHARACTERIZES OUR APPROACH?• Practicing Modern Portfolio Theory – to mitigate clients\' investment risk. Using Merrill research and our own, we design clients\' goals-based financial strategies, with cost efficiency often a key focus.• Addressing clients\' most common concern – outliving their assets. Discussions with clients frequently revolve around their credit card spending, optimizing cash flow, long-term care and Social Security strategies.• Engaging with both spouses. We tell clients that satisfying \"both their goals\" and optimizing \"both sides of their balance sheets\" are critical to enhancing their financial pictures.
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