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Alec Gober

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Rockford, IL 61107

Credentials

Series 66

Industry experience

4 years

About

Alec Gober is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. Alec provides guidance on a range of financial topics, including general investing, retirement planning, and preparing for unexpected expenses. He also offers access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions.

Alec holds the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Polo Community High School, an Associate's Degree from Sauk Valley Community College, and a Bachelor's Degree from Western Illinois University, where he also attended prior without degree conferment. Alec emphasizes building ongoing relationships with clients to provide continuous advice and guidance as their financial needs evolve.

Expertise

General retirement planning Wealth management

Work history

Bank of America, N.A.

2024 - Present (2 years)

Merrill

2024 - Present (2 years)

JPMorgan Chase Bank, N.A.

2023 - 2024 (1 year)

J.P. Morgan Securities LLC

2023 - 2024 (1 year)

AGIA

2022 - 2023 (1 year)

Variable Annuity Life Insurance Company

2021 - 2023 (2 years)

Valic Financial Advisors Inc

2021 - 2023 (2 years)

Unemployed

2020 - 2021 (1 year)

Northwestern Mutual

2020 - 2020 (1 year)

Change Of Pace

2019 - 2020 (1 year)

Unemployed

2019 - 2019 (1 year)

Western Illinois university

2018 - 2020 (2 years)

Change Of Pace

2018 - 2019 (1 year)

Birdland Skate Park

2018 - 2018 (1 year)

The Red Ox

2018 - 2018 (1 year)

Change Of Pace

2017 - 2018 (1 year)

Sauk valley college

2016 - 2018 (2 years)

Casey's General Store

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Daisy F

ChFC®, Series 63, Series 66

Rockford, IL

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families

Kristen R

Series 66

Rockford, IL

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Casondra R

Series 66

Loves Park, IL

Edward Jones

Divorce financial planning General retirement planning

Scott J

Series 66

Rockford, IL

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning

John L

Series 66

Rockford, IL

Merrill

John Larson is a Wealth Management Advisor and First Vice President with Merrill Lynch Wealth Management. Since beginning his financial services career in 2000, John has focused on helping clients build comprehensive wealth management strategies tailored to their individual needs. His client expertise includes college education planning, managing new wealth, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income planning. John earned a Bachelor of Science degree in Finance from Northern Illinois University. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Born and raised in the Rockford community, John attended Guilford High School. He is actively involved locally, having served on the board of The First Tee of Rockford, as Chair of the Finance Committee and board member of the OSF College of Nursing, and participating in the YMCA Strong Kids Campaign. John is married to his wife Chris and they have two children. His personal interests include golfing, running, and spending time with his family.

Wealth management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy College savings (529s, UTMA, etc.) Parents Values-based investing

Karre C

ChFC®, Series 66

Rockford, IL

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer
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