Gentry Anderson

About Gentry Anderson

I have served as a strategic wealth resource for my business, corporate, and individual clients through a proven process of comprehensive planning over 15 years. My team and I help clients navigate their financial lives through optimizing investment strategies, in depth retirement analysis, selling/purchasing a medical/dental practice, life events that cause loss, and estate/ legacy planning services. My partners include commercial banking and lending partners, professional practice solutions group, as well as trust and estate officers. We provide a personalized approach to solving complex issues in a tax favorable manner. Banking and Lending Services provided through Bank of America, N.A. Our broad array of services are integrated into the financial and wealth management strategies. As a father of a child with \'Special Needs\', I understand the challenges of getting \'beyond one day at a time\'. I have also served the special needs community by empowering families and professionals who serve those impacted by the challenges of having a loved one with special needs. I have served as a seminar speaker to multiple school districts throughout Texas, civic service and support groups, as well as Professional Associations. Financial practice areas of concentration include, but are not limited to: •Personal Needs Analysis (Retirement, Investments, Insurance) •Business Planning (Succession, Executive Benefits, Practice Solutions, Buy-Sell Funding) •Special Needs Planning (Planning for Loved Ones with Disabilities) •Estate Planning Strategies (Wealth Preservation, Estate Preservation & Distribution) •Seminar Speaker (Educational) g••••••••@ml.com (28••••••65 Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult legal and/or tax advisors before making any financial decisions.

Experience

1. Financial Advisor

   Merrill Lynch

   Oct 2018 — Present

   Provide professional advice and guidance to entrepreneurs, medical and dental professionals, and families seeking to build, maintain, and transfer wealth.•Comprehensive strategic wealth planning for business and personal finances.•Optimize retirement savings, investments, and insurance solutions to mitigate tax burdens.•Estate planning designed to preserve family assets, increase inheritance, and minimize estate taxes.•Liaison for clients to capitalize on the bank\'s resources in lending, business resources, and practice solutions.•Special needs advice to provide for a lifetime of care, protect government benefits, and build assets to supplement its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult legal and/or tax advisors before making any financial decisions.

Education

• Fisk University

  Bachelor's Degree

  1994 — 1998