David Engels

Gary Mc Guirk is a Private Wealth Advisor at Merrill Private Wealth Management, where he focuses on helping clients develop customized wealth management strategies. With over 27 years of experience, Gary and his team emphasize risk tolerance, liquidity needs, cash flow analysis, and after fee/tax returns to create tailored plans that address the unique and evolving wealth preservation needs of families. His approach includes holistic planning that considers both long- and short-term goals, tax-efficient strategies, and wealth transfer to future generations. Before joining Merrill in 2002, Gary was a Managing Director at Robertson Stephens and began his career at Montgomery Securities. He practiced law in Connecticut and Massachusetts from 1987 to 1996. Gary holds a Bachelor’s degree from the College of the Holy Cross and a Juris Doctorate with Honors from the University of Connecticut School of Law. He holds the Personal Investment Advisor (PIA) designation. Gary is actively involved in community and professional organizations, having served on the board of Nativity Preparatory School and supporting local charities such as Campaign for Catholic Schools in Boston and Pine Street Inn. He is also a frequent guest lecturer on finance and economics at the College of the Holy Cross. Outside of work, Gary enjoys boating, cooking, fishing, golfing, hiking, reading, and spending time with his family.

Geoffrey Soper is a Wealth Management Advisor with Merrill Lynch Wealth Management who has been serving clients since 1985. His career spans over 35 years, during which he has worked with multiple generations of extended families and a largely referred clientele on both coasts. Geoff and his team specialize in addressing the complex needs of founders and leaders in technology and life sciences companies, successful business owners and their employees, as well as corporate entities. Their comprehensive approach to wealth management includes financial planning, portfolio management, tax minimization, and access to banking and lending solutions from Bank of America. Geoff holds the Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. He earned a Bachelor's degree in Economics and Business Administration from Ursinus College in Pennsylvania. As an Eagle Scout and avid skier and tennis player, Geoff balances his professional commitments with personal interests and community involvement. He serves as President of the Board of Directors of Youth Enrichment Services (YES), a Boston-based non-profit organization focused on inspiring youth through outdoor experiences and leadership development. Geoff resides in Winchester, Massachusetts with his wife and three children.