Julia Gorman serves as a Senior Consultant and Senior Vice President at Merrill Lynch Wealth Management, where her extensive experience and compassionate approach to wealth management have made her a trusted advisor for high net worth clients. With over 33 years in the industry, Julia...
Julia Gorman serves as a Senior Consultant and Senior Vice President at Merrill Lynch Wealth Management, where her extensive experience and compassionate approach to wealth management have made her a trusted advisor for high net worth clients. With over 33 years in the industry, Julia has witnessed and navigated the evolving landscape of wealth management, allowing her to bring a wealth of knowledge and insight to her clients. Her commitment to a goals-based planning approach ensures that she aligns her clients’ financial strategies with their personal values and life transitions, fostering a collaborative environment where clients feel understood and supported.
Julia's expertise extends to philanthropic and endowment management, where she assists clients in creating impactful giving strategies that reflect their values and aspirations. She is also well-versed in business retirement plans, helping entrepreneurs and business owners navigate the complexities of retirement funding while maximizing their financial potential. As a Certified Financial Planner (CFP®) and a Chartered SRI Counselor (CSRIC™), Julia is dedicated to maintaining the highest standards of professionalism and ethical practice in her advisory role.
Key projects that Julia has spearheaded include the development of tailored investment strategies for families seeking to preserve wealth across generations, as well as initiatives aimed at integrating sustainable and responsible investing into client portfolios. By leveraging her deep understanding of high net worth portfolio management, Julia empowers her clients to make informed decisions that not only enhance their financial well-being but also contribute positively to society. Through her compassionate guidance and strategic insights, Julia Gorman continues to make a significant impact in the lives of her clients at Merrill Lynch Wealth Management.
