PROFESSIONAL PROFILE

Fernando Gonzalez is a Financial Advisor at Merrill Lynch in Philadelphia, Pennsylvania. Fernando focuses on the financial needs of high net-worth individuals with an emphasis on the LGBT community and its unique needs with a focus on estate planning, income strategies, philanthropic giving, all while focusing on the unique tax implications.

Additionally, Fernando works closely with a wide array of business owners to implement cash-flow, liquidity, lending and retirement solutions. Prior to joining Merrill Lynch in 2007, Fernando worked five years in the mortgage/real estate industry.

Fernando subscribes to a disciplined service model which includes establishing a client's objectives, setting a customized strategy, implementing solutions and reviewing progress.

Fernando has been designated as a Certified Special Needs Advisor (CSNA) by Merrill Lynch Families of Children with Disabilities Program.

Fernando holds a BA from Colorado State University and an MBA from the University of Maryland. A native of Colorado Springs, Colorado, Fernando currently lives in Philadelphia.

Civic Affliations:

Member - Board of Directors - Delaware Valley Legacy Fund, Philadelphia, Pennsylvania

Member - Board of Directors - Ritz Theater Company, Haddon Twp, New Jersey

Member - Board of Governors - The Traffic Club of Philadelphia, Philadelphia, Pennsylvania