Next-Gen + Best-in-State · rank 31 · Burlington, Massachusetts · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Parent company — Bank of America (high)
- “Integrated access to Merrill investment insights + Bank of America credit/lending” — firm_official
- Firm type — wirehouse (high)
- “Firm Name: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED Main Address: ONE BRYANT PARK NEW YORK, NY 10036 Firm ID#: 7691” — sec_finra_regulatory
- Team name — Wilson Gierlich Soule Group (high)
- “Wilson Gierlich Soule Group is passionate about delivering exceptional advice and service to provide you and your family with the resources to live your lives purposefully and worry free.” — firm_official
- Team size — 9 (medium)
- “Susan Wilson, CPWA®; Olivia Gierlich, CFP®, CPFA®; Katie Soule, CFP®, CIMA®, CPWA®; Joshua Goes; Lisa A Guerriero; Michael E Jankovic; Stefanie Colon; Richard Breed; Benjamin Christopher” — firm_official
- CRD — 6151808 (high)
- “OLIVIA J GIERLICH (CRD# 6151808)” — sec_finra_regulatory
- Years experience — 11 (high)
- “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED CRD# 7691 Registered Since 09/17/2014” — sec_finra_regulatory
- Designations — CFP, other:CPFA (high)
- “Olivia Gierlich, CFP®, CPFA®” — firm_official
Book of business
- Team AUM ($M) — 822 (high)
- “Team Assets (Custodied): $822M” — forbes_shook
- Account minimum ($M) — 1.5 (high)
- “Min Account Size For New Business: $1.5M” — forbes_shook
- Typical client net worth ($M) — 26 (high)
- “Typical Net Worth Of Relationships: $2-50M” — forbes_shook
- Client niche — generalist (medium)
- “Wilson Gierlich Soule Group is passionate about delivering exceptional advice and service to provide you and your family with the resources to live your lives purposefully and worry free.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED CRD# 7691 Registered Since 09/17/2014” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/ma/burlington-ma/wgs_group (high)
- “Wilson Gierlich Soule Group - Financial Advisors in Burlington, MA 01803 | Merrill” — firm_official
- Value proposition (verbatim) — Wilson Gierlich Soule Group is passionate about delivering exceptional advice and service to provide you and your family with the resources to live your lives purposefully and worry free. (high)
- “Wilson Gierlich Soule Group is passionate about delivering exceptional advice and service to provide you and your family with the resources to live your lives purposefully and worry free.” — firm_official
- Differentiators — Disciplined process beginning with goal identification, Dynamic financial planning adapted to family milestones, Integrated Merrill investing plus Bank of America banking and lending, Comprehensive strategy beyond investments including wealth transfer, Thoughtful investment guidance aligned to life priorities (medium)
- “Thoughtful investment guidance aligned to your life priorities” — firm_official
- Content marketing — active (medium)
- “Olivia Gierlich, CFP®, CPFA® posted on the topic” — social_or_third_party_db
- Has podcast — no (medium)
- “Wilson Gierlich Soule Group is passionate about delivering exceptional advice and service to provide you and your family with the resources to live your lives purposefully and worry free.” — firm_official
- Books published — 0 (medium)
- “Olivia Gierlich, CFP®, CPFA®” — firm_official
- Linkedin url — https://www.linkedin.com/in/oliviagierlichmit (high)
- “Olivia Gierlich, CFP®, CPFA™ - Senior Vice President, ...” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “Olivia Gierlich, CFP®, CPFA®'s Post” — social_or_third_party_db
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — no (medium)
- “Wilson Gierlich Soule Group - Financial Advisors in Burlington, MA 01803 | Merrill” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Merrill microsite: navy corporate palette, serif headers over sans body, square advisor headshots and stock lifestyle photography; no team-specific mark. (medium)
- “Wilson Gierlich Soule Group is passionate about delivering exceptional advice and service to provide you and your family with the resources to live your lives purposefully and worry free.” — firm_official