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1545 IYANNOUGH ROAD, RT. 132HYANNIS,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Wealth Management Advisor
Senior Vice President-Wealth Management
Senior Vice President - Wealth Management
Reg Senior Client Associate
With over 50 years of combined wealth management planning experience, Henrik Gulmann and his team believe that the most successful wealth management strategies look at the big picture. We strive to establish valued relationships with clients to acquire a deep understanding of how they define their needs and aspirations. Our greatest satisfaction comes from helping clients achieve their financial goals for today and the future. The Gulmann Group develops personalized strategies to address the complex financial needs of individuals and businesses. We focus on discretionary portfolio management, retirement planning, liability management, wealth preservation and transfer strategies.
HENRIK E. GULMANNHenrik joined Merrill Lynch in 2000 and is a Senior Vice President - Wealth Management, Wealth Management Advisor. He has spent the past 15 years at Merrill Lynch crafting the approach he uses as the investment foundation for the affluent clients he serves. Henrik is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Henrik has over 20 years experience in the areas of business management and finance. He is a graduate of the University of California Berkeley with degrees in Economics and Legal Studies. Prior to joining Merrill Lynch, Henrik worked as a public accountant for PriceWaterhouseCoopers in their Business Assurance and Transaction Services departments in San Francisco and Boston. Henrik does not provide tax advice in his current role at Merrill Lynch.Henrik is a member of the Board of Falmouth Academy and chairs the investment committee. Henrik spends a great deal of time hiking and traveling. He is currently working toward reaching his goal of climbing each peak in the United States in addition to visiting every continent of the world. Henrik enjoys spending time with family and lives in Falmouth, Massachusetts with his wife Lara, and three children, Ben, Erik & Anna. MANUEL J. D. ROSEManny prides himself in developing personalized strategies to address the complex financial needs of individuals and businesses. Manny began working in the financial services industry in 2008 and joined the Gulmann Group at Merrill Lynch in 2012. He is a graduate of the Richard-Mueller School in Petersberg, Germany with degrees in Economics and Accounting. Manny was born and raised in Germany and spent 20 years living in Frankfurt am Main. Currently, he serves on the Committee of the German-America Business Council of Boston and is an active member of the Financial Planning Association.Outside of his role as Financial Advisor with the Gulmann Group, Manny studies martial arts and holds a 2nd degree black belt in Tae Kwon Do. His successes include two state championships and one national championship. Currently working toward his 3rd degree black belt, Manny applies the same discipline, dedication and work-ethic when serving clients. ROBERT DUNKLEYAn avid investor and former business owner, Robert transitioned into the financial services industry in 2014. His approach to wealth management is consultative. Robert takes the time to listen to and review the current financial situations, preferences and goals of each client. He offers recommendations for asset allocations designed to accurately reflect income and projected growth goals and follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropic services.Robert graduated from Bridgewater State University with a degree in Business Management. He is the past President and active member of the Cape Cod British Car Club and a long time member of the Cape Cod Curling Club, currently serving as the club's junior curling coach. Robert plays ices hockey in the winter and loves to spend time on the water in the summer in and around Cape Cod. ASHLEY L. DALRYMPLEAshley delivers premier client service in trading, estate and trust administration, new account implementation, online account enrollment and access to banking services from Bank of America, N.A. As a fully licensed investment professional, Ashley establishes a relationship with clients and creates a service environment that caters to each individual. She utilizes her extensive knowledge in operational and investment products to facilitate and execute all client service requests. In addition to her responsibilities at Merrill Lynch, Ashley is an avid theater patron. She is a member of the Cotuit Center for the Arts and enjoys acting on the main stage from time to time. Ashley also enjoys traveling, reading and music. Her current studies include learning to play piano. A graduate of the University of Vermont, Ashley resides in Centerville, Massachusetts with her husband, Jason, and golden retriever, Tanner.ERIKA L. LEAHYErika joined Merrill Lynch in 2005 as a Registered Senior Client Associate and has worked in the Hyannis office for ten years. Erika assists our clients with account opening, account maintenance, trading and all service and administrative issues. Erika utilizes her years of experience at Merrill Lynch to ensure that our team consistently delivers a high level of service to all of our clients.Erika is a Magna Cum Laude graduate of Northeastern University where she earned a Bachelor's degree in Finance. She and her family currently reside in Hyannis and recently welcomed their first child. She enjoys Crossfit and spending time with her family.
Henrik Gulmann is registered to do business in : AK, AL, AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
Manuel J. D. Rose is registered to do business in : AZ, CA, CO, CT, FL, GA, IN, MA, ME, MI, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA
Robert Dunkley is registered to do business in : CA, CT, FL, GA, IL, MA, NH, VT
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