Keefe Gorman
Senior Consultant
- Role
- Senior Consultant, Managing Director at Merrill Lynch
- Location
- Ithaca, NY, US
- LinkedIn followers
- 500 followers
About Keefe Gorman
M. Keefe Gorman, CFP®, Managing Director, Senior Consultant, is the founder of The Gorman Group at Merrill Lynch Wealth Management. Keefe began his financial career with Merrill in 1987.As a Vilas Scholar at St. Lawrence University, Keefe graduated with a bachelor\'s degree in economics. His degree included study abroad in Spain at the University of Madrid.Keefe is a former member of the World Pro Ski Tour and enjoys water skiing, mountain climbing as well as hockey and bicycling. He supports Rotary International, the U.S. Ski and Snowboard Association (USSA), Professional Ski Instructors of America (PSIA) and is an advocate for Foodnet Meals on Wheels. Keefe is married and has four children.PROFESSIONAL ACCOLADES- CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc- He holds the Series 7, 31, 63 and 65 FINRA registrations- In his previous role as an Advisor, he was named to the Forbes \"Best-in-State Wealth Advisors\" list in 2021. For the fourth consecutive year.(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)*- In his previous role as an Advisor, Barron\'s included Keefe in its 2014 list of Top 1,200 Financial Advisors.(Published on February 24, 2014. Rankings based on data as of September 30, 2013.)*- In his previous role as an Advisor in 2013, Barron\'s recognized Keefe in its state-by-state listing of the Top Financial Advisors.(Published on February 18, 2013. Rankings based on data as of September 30, 2012.)**Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S, which is awarded to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Experience
Senior Consultant, Managing Director
Jul 1987 — Present
Education
St. Lawrence University
Bachelor's Degree
1980 — 1984
Yale University
The Science of Well-Being
2019 — 2020
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