PROFESSIONAL PROFILE
The Gadonniex Group at Merrill Lynch was founded with the goal of delivering the vast resources of one of the world's most prestigious wealth management firm with all of the intimacy and personal service of a boutique. By taking a more holistic approach to the wealth management process, we aim to assist clients with every aspect of their financial lives.
Our group consists of experienced professionals who take a "hands on" approach to financial guidance. Not only are our team members extremely knowledgeable, but they truly care about helping each client achieve financial stability and independence. We do everything in our power to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach in realizing their dreams.
John Gadonniex, CFP®,CFM
Vice President
Wealth Management Advisor
John joined Merrill Lynch in 1996, his focus is on developing strategies and solutions for individuals and their families to help them meet their short- and long-term financial goals.
His approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, education and estate planning services.
John holds a Certified Financial PlannerTM certificate, awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Financial Manager designation, which is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam. He is a 1991 graduate of University of Central Florida, with a B.S. in Finance
Kara Gadonniex, CRPC®,CFM
Assistant Vice President
Investment Associate
Kara joined Merrill Lynch in 1993, prior to Merrill Lynch she worked in New York City establishing 401(k) plans. She graduated from the University of Vermont with a Bachelors of Science degree in Business-Finance. As a Senior Investment Associate, she provides guidance to families and businesses to help achieve their financial goals. She also uses specialized investment strategies to help minimize risk in her clients' investment portfolios.
Kara holds a Chartered Retirement Planning Counselor SM certificate, awarded by The College for Financial Planning, and the Certified Financial Manager designation, which is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam.