John Gibson
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
John Gibson is a Senior Financial Advisor at Merrill Lynch Wealth Management and a Personal Investment Advisor (PIA) with Gibson & Associates. He focuses on delivering personalized wealth management strategies tailored to clients’ individual goals, encompassing family wealth management, legacy and retirement planning, socially responsible and ESG investing, and specialized areas such as LGBT and special needs planning.
John holds a Master's degree in Applied Mathematics and a Bachelor's degree in Biochemistry and Applied Mathematics from Northern Illinois University. He applies his background in mathematics, including expertise in dynamical systems and machine learning, to portfolio construction. He is a member of the American Mathematical Society, the Society for Industrial and Applied Mathematics, and the Financial Planning Association.
In addition to his professional work, John is actively involved in the community through volunteering with organizations such as PADS Chicago/Elgin. His personal interests include chess, cooking, hiking, music, reading, writing, and spending time with his family. John is also multilingual, speaking Japanese, English, and French.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
ESG / Sustainable investing
General retirement planning
Retirement income strategy
Charitable giving & philanthropy
Demographic focus
LGBTQIA
Women's Finance
Values-based investing
Location
2021 Spring Rd
Oak Brook, IL 60523
Most active in
John G has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Work history
Bank Of America, N.a.
2014 - Present (12 years)
Merrill
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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