Merrill Lynch Private Wealth Advisor Sheri Lynne Gunnari 1211 Southwest 5th Avenue, Portland, OR 97204

Merrill Lynch Private Wealth Advisor Sheri Lynne Gunnari, located at 1211 Southwest 5th Avenue in Portland, Oregon, offers industry-leading research and expert analysis to help clients stay ahead in their financial planning. The team at Robertson Terrill Gypmantasiri Gunnari & Associates is composed of multi-generational professionals who provide seasoned advice and insight to clients undergoing major financial and life transitions. With a focus on trust and personalized service, the private wealth advisors at Merrill Private Wealth Management are dedicated to meeting specialized needs and helping clients achieve their goals.

As recognized leaders in the industry, the advisors at Robertson Terrill Gypmantasiri Gunnari & Associates have been honored by Forbes for their exemplary client service. With over $1.7 billion in assets under management, the team serves a diverse range of clients including business owners, professionals, successful women, and generations of families primarily on the West Coast and throughout the country.

Using a goals-based wealth management approach, the team at Robertson Terrill Gypmantasiri Gunnari & Associates works closely with clients to prioritize their most cherished goals and formulate personalized strategies to help them achieve financial success. With a focus on transparency, communication, and providing exceptional care, the team is committed to delivering highly purposed wealth management with an authentic, personal touch.

With more than 100 years of combined wealth management experience, the team at Robertson Terrill Gypmantasiri Gunnari & Associates has weathered market volatility and economic crises, maintaining strong relationships with clients over the years. By offering comprehensive services including investment management, retirement planning, estate planning, and insurance, the team is dedicated to helping clients navigate the complexities of their financial lives and achieve long-term success.