Gary Allen Seitz
Advisor at Merrill — Springfield, IL W White Oaks Dr
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
44 years
Location
Springfield, IL 62704
Merrill
Institution
Gary Seitz is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 40 years of experience in the investment industry. He began his career at Merrill in the early 1980s and has focused on long-term planning throughout his tenure. Gary works with high net worth clients, businesses, and organizations to assist them in defining and navigating their financial goals. He develops robust wealth management strategies that emphasize in-depth financial solutions and a relationship built on trust.
Gary offers personalized financial strategies tailored to clients' risk tolerance, time horizon, liquidity needs, and overall investment goals. His expertise includes retirement planning, fixed income and managed plans, Taft Hartley-Union plans, and cash management solutions. He supports clients throughout every stage of their financial life cycle, aiming to help them make confident financial decisions.
He holds a bachelor's degree in Finance from the University of Illinois and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Gary has been involved with the Springfield Chamber of Commerce as a past Ambassador, the Springfield Rotary as a past officer, and has served on the boards of Big Brother Big Sister, Goodwill Industries, and March of Dimes. His personal interests include boating, golfing, and traveling.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Springfield, IL W White Oaks Dr
3161 W White Oaks Dr
Springfield IL 62704
Advisors at this office
16
Illinois · Texas
44 years of industry experience
BANK of AMERICA, N.A.
2009 - Present • 17 years
Springfield, IL
Merrill Lynch, Pierce, Fenner, & Smith Incorporated
2009 - Present • 17 years
Springfield, IL
Morgan Stanley
2009 - 2009 • 1 year
Springfield, IL
Morgan Stanley & Co. LLC
2007 - 2009 • 2 years
Morgan Stanley Dw Inc.
2000 - 2007 • 7 years
Springfield, IL
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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