Philip Neville

Cory Kozisek is Senior Resident Director at Merrill's Northern Colorado office, where he combines his responsibilities as a wealth advisor and office manager. He has been with Merrill Lynch Wealth Management since 2016, following six years at Wells Fargo Advisors and earlier roles with Key Investment Services. With nearly 18 years in the financial industry, Cory leverages his experience to support clients in building and sustaining successful retirement plans and managing complex wealth management strategies. Cory holds a bachelor’s degree in economics from Colorado State University and maintains professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). His expertise encompasses liquidity management, personal retirement planning, portfolio management services, and retirement income strategies. Prior to focusing on wealth advising, he also gained experience as a personal banker and bank branch manager. Outside of his professional role, Cory dedicates much of his time to his wife and four daughters. His personal interests include fishing, fitness, biking, hunting, table tennis, traveling, and supporting the Denver Broncos. He is also involved in the community through Rapids Youth Soccer.

Gabriel Mecham is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies to pursue their short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unexpected financial needs. Additionally, he facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Gabriel holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He attended Brigham Young University - Idaho and completed high school at Red Mountain High School. Gabriel communicates with clients in both English and Spanish to support their financial planning needs.