G Thornton
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
G Thornton is a Wealth Management Advisor with Merrill Lynch Wealth Management. With a career in financial services beginning in 1991, G brings over three decades of experience, having joined Merrill in 1994 and serving many long-standing clients. His practice centers on creating customized financial plans tailored to clients' evolving personal and financial goals, emphasizing a personalized, concierge-level service approach.
G and his team provide comprehensive support on a wide range of matters, including banking, complex estate plan execution, and access to Fiduciary Advisory Services for several retirement plans. His expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, retirement income, and tax minimization.
He holds a Bachelor's degree from Babson College and maintains professional credentials such as the Chartered Retirement Planning Counselor™ designation and the Certified Plan Fiduciary Advisory (CPFA™) credential. Residing in Marblehead, MA, G enjoys skiing and competitive sailing through the Eastern Yacht Club.
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
Retirement income strategy
General retirement planning
General estate planning guidance
Charitable giving & philanthropy
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1993 - Present (33 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.
Sara L
Series 66
Morrisville, VT
Edward Jones
Alexander A
Series 66
Stowe, VT
Edward Jones
Liam C
Series 66
Waterbury, VT
Edward Jones
William B
Series 63, Series 66
Stowe, VT
Merrill
William Barton is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 26 years of experience in the financial services industry, providing clients with personalized wealth management strategies and financial planning. William focuses on assisting clients with complex decisions, including retirement and education planning, business transactions, family legacy structuring, and tax minimization. He holds a Bachelor's Degree from Susquehanna University and has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). William is also a member of the CFA Institute of Boston and the Financial Planners Association. Outside of his professional role, William enjoys spending time with his family and engaging in activities such as skiing, golfing, mountain biking, and hiking.
John Y
Series 63, Series 66
Morrisville, VT
Edward Jones
Caren M
Series 66
Stowe, VT
Edward Jones
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