Christopher Gabriel
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.
Firm
Merrill
Location
Bald Head Island, NC
Credentials
Series 63, Series 65
Industry experience
26 years
About
Christopher Gabriel is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. With over 30 years of experience, he specializes in family wealth management strategies, services for endowments, foundations, and nonprofits, as well as philanthropic planning. Christopher joined Merrill in 2009 after serving as a financial advisor since 1999, assisting current and former business owners, individuals, and families in pursuing their financial goals.
Christopher holds a bachelor's degree with honors from Yale University and a master's degree from Oxford University. He is certified as a Certified Investment Management Analyst (CIMA®) and holds the Merrill Institutional Consultant (MIC) designation among other professional credentials. His career began in nonprofit development, where he gained extensive experience as a development director, finance and fundraising consultant, and financial advisor focused on charitable giving. This background provides Christopher with a comprehensive perspective on philanthropy, having participated as a donor, staffer, board member, and advisor.
In addition to his professional role, Christopher is actively involved in community and volunteer work. He has held leadership positions with organizations such as the Georgia Planned Giving Council, Trinity School in Atlanta, Boys & Girls Clubs of America, and City of Refuge. He also serves as a teacher and lay leader at Peachtree Road United Methodist Church. Outside of work and community service, Christopher enjoys biking, boating, cooking, golfing, music, reading, traveling, writing, and spending time with his family.
Client services
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
Charitable giving & philanthropy
Work history
Bank Of America, Na
2009 - Present (17 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2009 - Present (17 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:
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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.
John Q
CFP®, Series 66
Carolina Beach, NC
Edward Jones
Robin E
Series 63, Series 66
Southport, NC
Merrill
Robin Ely is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2012 after a 25-year career as an institutional equity trader. Robin collaborates with a team of Merrill Lynch advisors and client associates to provide clients with comprehensive financial strategies that consider the full scope of their individual and family goals and financial resources. Her approach includes utilizing the resources of Merrill Lynch, Bank of America, and the Bank of America Private Bank. Robin's expertise encompasses wealth transfer, retirement and estate planning, private money management, concentrated stock strategies, and ESG/Impact Investing implementation. She serves a diverse clientele, including extended families, corporate executives, 401(k) plans, and business owners. Robin holds the Personal Investment Advisor (PIA) designation and a Bachelor of Arts in Business Administration from Colby-Sawyer College, where she was captain of the lacrosse team. She is an alumnus of Montclair High School in Montclair, NJ, where she played varsity field hockey and lacrosse. In addition to her professional work, Robin volunteers with the RVNA of Ridgefield and has experience as a youth lacrosse coach and former regional hospice volunteer. She resides in Ridgefield, CT, with her husband and their two children. Robin's personal interests include golfing, lacrosse, cycling, cooking, contemporary art, and photography.
Jeremy H
Series 66
Bolivia, NC
Edward Jones
Adam P
Series 63, Series 66
Southport, NC
Edward Jones
Kevin T
Series 66
Boiling Spring Lakes, NC
Edward Jones
Jeffrey H
CFP®, Series 63
Oak Island, NC
Edward Jones
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