Milwuakee, WI Office

Team
Updated today
Merrill logo

Merrill

Institution

Firm-wide stats for Merrill

Total advisors

25,545

Across 3,141 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model‑based and discretionary strategies constructed by internal Chief Investment Office (CIO) teams and third‑party style managers and implements trading, account administration and custody support for individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations and charitable organizations.

Portfolio implementation varies by Strategy: some are model‑based where MAA implements CIO or style manager models, while others authorize third‑party Discretionary Managers to execute trades directly; the CIO also uses strategic and tactical asset allocation and offers “tax aware” versions of related strategies for higher tax‑sensitivity investors. Cash allocations are typically swept through the Bank’s Cash Sweep Program or invested in money market alternatives, and clients can request reasonable investment restrictions (which MAA may accept or decline and may have limited effect where Funds are used).

Several features in the brochure distinguish Merrill from many peers: as part of the Bank of America group it has affiliates that operate in swaps and derivatives markets and it has disclosed planned arrangements to receive “Support Fees” and to offer optional Data Analytics to third‑party firms beginning January 1, 2027 (the brochure notes Merrill will not receive Support Fees for accounts enrolled in the SPS Program). The firm also discloses multiple SEC administrative orders and related enforcement matters (including a 2025 order with a $25 million civil penalty related to cash sweep disclosures), and the Program materials do not present the SPS service as a source of standalone financial planning.

Based on Merrill

Expertise

Tax-loss harvesting Active portfolio management Wealth management

Based on Merrill

Location

Milwuakee WI

Advisors at this office

2

Advisors at this office

Gabriel T

Series 66

Milwuakee, WI

Merrill

Gabriel Torres is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry for six years and focuses on helping clients pursue their financial goals through personalized wealth management strategies. Gabriel works closely with families, individuals, and business owners, emphasizing wealth management and portfolio construction. He guides clients through the complexities of investing by creating tax-efficient plans that align with their goals, risk tolerance, and time horizons. He also leverages resources available through Bank of America and Merrill to enhance the client experience. Gabriel grew up on the South Side of Chicago and attended Brother Rice High School before earning a Bachelor's Degree from the University of Chicago, where he studied Law/Letters and Music. He remains active in the university community and volunteers his time with several organizations. Gabriel holds the Personal Investment Advisor (PIA) designation and is a member of professional organizations including those in Illinois and the University of Chicago Alumni Association. In addition to his professional activities, Gabriel enjoys basketball, cooking, music, spending time with his family, and traveling. He conducts his work in both English and Spanish, providing service suited to his clients' needs.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy College savings (529s, UTMA, etc.) Women Professionals Women's Finance Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Gage D

Series 63, Series 65

Milwaukee, WI

Merrill

Gage Davidson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies, focusing on areas such as college education planning, family wealth management, liquidity management, retirement planning, portfolio management, and tax minimization. Gage works closely with clients to develop financial strategies tailored to their individual goals and circumstances. He holds a Bachelor's Degree from Winona State University and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA) and Personal Investment Advisor (PIA). Gage is fluent in English and Spanish, which supports his ability to serve a diverse client base. Beyond his professional work, Gage has been involved in community service as a former Board Director of Aloha Communities, an organization providing living and vocational opportunities to young adults with Fetal Alcohol Spectrum Disorder. His personal interests include cooking, interior decorating, racquetball, reading, running, soccer, tennis, and spending time with his family.

Wealth management Real estate investing General retirement planning General tax planning
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)