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Wealth Management AdvisorSenior Vice PresidentONE GALLERIA TOWER13355 NOEL ROAD
Learn more about an advisor’s background on FINRA’s BrokerCheck
Wealth Management Advisor
Christopher Cervantes is a Wealth Management Advisor and Retirement Benefits Consultant striving to simplify the complicated world of retirement planning for plan sponsors and participants. He and his team serve a diverse clientele of over 75 organizations in a variety of industries and employee groups, and they are passionate about partnering with their clients to develop more effective approaches to maximize the retirement outcomes for their employees. Employers sponsoring a qualified retirement plan seek Christopher’s experience with developing a sound governance process, implementing best practice fiduciary processes, providing access to education, promoting disciplined savings opportunities and offering a robust benefit to employees. Clients rely on Christopher as a trusted advisor who puts the interest of his clients first and to share his knowledge and experience to address any challenges that arise.Retirement Services•Platform Selection•Plan Expense Transparency•Plan Design and Compliance Oversight•Investment Manager Selection and Due Diligence•Participant Enrollment, Education and Advisory ServicesChristopher has more than 20 years of experience in the financial services industry and has been an advisor with Merrill Lynch since he joined the firm in 1999. He was motivated to better understand wealth management planning at a young age, after his father passed away and his mother struggled with making financial decisions for the family.
As a testament to his commitment to his craft, he is a CERTIFIED FINANCIAL PLANNER™ certificant, a certification awarded by the Certified Financial Planner Board of Standards, Inc. This certification which provides him with the knowledge and tools to understand how to develop specific strategies to help minimize taxes, preserve assets, maximize growth and transfer wealth. Additionally, he has earned the C(k)P® Certified 401(k) Professional Designation awarded by The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. Christopher graduated from Baylor University with BBA in Accounting.Christopher and his wife, Laura, reside in Plano with their two sons. He and his family are active in their church and enjoy traveling to experience life and build memories together. He is a coin collector, searching for unique pieces that circulated for a brief time, that have mint errors or with historical significance. Also, Christopher is very proud of the time he volunteers as a mentor for Ground Floor, an initiative of the United Way of Metropolitan Dallas, which is a mentor-driven social innovation fund and impact accelerator program. The group invests seed funding and resources in promising social ventures that address challenges facing education, financial stability and health. Christopher is the founding President of Winners' Circle in north Dallas and the past Chairman of the Baylor Business Network of Dallas. He is a Founding Partner and Member of National Association of Plan Advisors and a Platinum Sponsor of the Dallas chapter of Financial Executives International.Garry is a veteran of the financial services industry and a former business owner. His focus is on helping successful families and business owners meet their short- and long-term financial goals.His career started in the qualified retirement business. He assisted businesses in setting goals and objectives then designing effective plans and programs. He has a great passion for participants and their ability to reach their retirement goals. He takes specific interest in financial literacy and helping shape the financial behaviors that will ultimately benefit the individual.Garry is committed to providing excellent service through an approach to retirement planning and wealth management that is both consultative and objective. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations as well as time horizon, risk tolerance and liquidity needs. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.Garry joined Merrill Lynch in 2012 and is a graduate of Baylor University, with a B.B.A. in Finance. He earned an M.B.A from the University of Dallas in Corporate Finance. Garry is actively involved with the local community. He is most passionate about basketball, sports memorabilia, music, and his family. He and his wife, Stacey, live in Plano, Texas, with their two children.Tracey Gledhill is a Financial Advisor in the Dallas office. She assists the team in developing wealth strategies for both individual and corporate client needs. She focuses on a goals-based wealth management approach, including planning for retirement, education, legacy, and other life goals. Tracey’s primary responsibility is to have a strong working knowledge of all goals-based wealth management planning resources. As part of this responsibility, she is required to remain current on industry rules, standards and best practices. She’s passionate about working with our clients to fully understand their goals and needs in developing customized strategies. Areas of focus are typically with social security analysis, Roth Conversion Analysis and Trusteed IRA, optimization of insurance & asset preservation, and full credit and lending capabilities from Bank of America.Emily Lumley is a Client Associate and has been with Merrill Lynch since 2005. She is passionate about providing excellent service to each client. Emily is known for going above and beyond in order to create a great client experience. She was named as a Top 100 Service Quality Award Champion in 2009 and 2011, a national Merrill Lynch program focusing on client service. Emily is the direct contact for the administrative and operational aspects of the client relationship. She is instrumental in coordinating and implementing our client service commitment. Emily currently resides in Plano with her husband Scott and their 4 pets. She loves attending social events, playing team sports and outdoor activities.C(k)P® is a registered trademark of The Retirement Advisor University, Inc. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ AND CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. *The Top 100 Client Associates (CAs) Merrill Lynch internal Service Quality award is an annual program ranking FINRA-registered CA’s for overall client satisfaction, breadth of relationships, online delivery services and good standing with the firm. Asset Allocation does not ensure a profit or protect against loss in declining markets.
Christopher Cervantes is registered to do business in : AL, AZ, CA, CO, FL, GA, IL, KS, LA, MD, MI, NC, ND, NJ, NY, OH, OK, SD, TN, TX, VA, VT, WV
Garry D. Scheufler is registered to do business in : AL, AZ, CA, CO, FL, GA, IL, KS, LA, MD, MI, NC, ND, NJ, NY, OH, OK, SD, TN, TX, VA, VT, WV
Tracey A. Gledhill is registered to do business in : AL, AZ, CA, CO, FL, GA, IL, KS, LA, MD, MI, NC, ND, NJ, NY, OH, OK, SD, TN, TX, VA, VT, WV
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