Bonnie L. Gentry, Wealth Management Advisor helps clients to develop strategies to manage their personal and business finances based on each individual's needs. She has been a Merrill Lynch Financial Advisor since 1997.
Bonnie advises clients on wealth accumulation, preservation, and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, liability management, tax minimization, and asset protection with a specific emphasis on helping to assure a lifetime retirement income stream.
She knows the accumulation and preservation of wealth present different challenges and opportunities to each of the clients with whom she works. She works closely with her clients' other trusted advisors including attorneys and accountants to address her clients' tax, trust and estate issues to truly be an essential partner.
She also understands a client's current and future objectives can and do change. By maintaining an open dialogue, she is able to provide customized and evolving investment strategies while managing risk and, ultimately, helping others achieve financial and lifetime goals.
She is very involved in financial education, offering several financial workshops each month. She holds CFP® the certification awarded by the Certified Financial Planner Board of Standards, Inc.It provides her the knowledge to truly understand her clients' full financial picture. She graduated from the University of Arizona and did graduate work at Arizona State University. She was the 2000 Leukemia and Lymphoma Society Woman of the Year. She is a member of the Daughters of the American Revolution.