Gabriel Torres
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
Gabriel Torres is the Resident Director at Merrill, specializing in wealth management and portfolio construction. With six years of experience in the financial services industry, he collaborates closely with families, individuals, and business owners to develop personalized, tax-efficient strategies that align with clients' goals, risk tolerance, and time horizons. Gabriel emphasizes a goals-based approach, guiding clients through market volatility and leveraging resources from Bank of America and Merrill to enhance the investment experience.
Gabriel holds a Bachelor's Degree from the University of Chicago, where he studied Law/Letters and Music. He is a Personal Investment Advisor (PIA) and is active in the University of Chicago Alumni Association as well as professional organizations in Illinois. Bilingual in English and Spanish, Gabriel is committed to building long-term client relationships through quality service and community involvement. He volunteers with several organizations and enjoys interests such as basketball, cooking, music, traveling, and spending time with his family.
Expertise
Wealth management
ESG / Sustainable investing
General retirement planning
Social Security optimization
Tax-loss harvesting
Demographic focus
Women Professionals
Women's Finance
Young Families
Work history
Bank Of America, N.a.
2015 - Present (11 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2015 - Present (11 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.
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