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Gary D

Series 63, Series 65

Galveston, TX

Merrill

Gary Davis is the Resident Director at Merrill, bringing over four decades of experience in the financial services industry. Beginning his career in 1982 immediately after graduating from the University of Houston System, Gary has dedicated 43 years to Merrill, serving multiple generations of families. Throughout his tenure, he has held the position of Senior Financial Advisor and Senior Vice President, focusing on comprehensive wealth management strategies tailored to individual needs. Gary's expertise encompasses family wealth management, legacy planning, personal retirement planning, portfolio management services, investment strategy for both individuals and corporations, tax minimization, and retirement income planning. He holds the Personal Investment Advisor designation, which supports his ability to provide informed, strategic financial advice. Outside of his professional role, Gary enjoys baseball, fishing, hunting, running, spending time with his family, and watching movies. He has been married for 44 years and reflects on his long-standing career at Merrill with a commitment that has endured through various challenges, emphasizing his dedication to his clients and the firm.

Wealth management Tax-loss harvesting General retirement planning Retirement income strategy General estate planning guidance
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