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9128 STRADA PLACE
Wealth Management Advisor
Senior Vice President - Investments
Senior Vice President-Wealth Management
Senior Financial Advisor
First Vice President-Wealth Management
Reg Senior Client Associate
The Gursoy GroupA Wealth & Financial Management GroupDISCOVERY, IMPLEMENTATION and COMMUNICATION are the basis of our team process and discipline. We discover family needs, implement a plan to help meet their needs, and communicate the results of the plan. Ultimately our team assists families in maintaining their desired lifestyle for the duration of their lifetime. We work with individuals who require the services of our wealth management platform. Our clients understand the processes we utilize which in turn helps give them a level of comfort based on the security, financial well being and confidence the process strives to provide. Our team is comprised of seasoned, degreed professionals who are committed to offering a satisfying client experience. Our focus is on a more personalized approach to goals and objectives. The plan is long-term in nature yet allows the flexibility to take advantage of tactical market opportunities.In order to provide this personalized level of service we work with a limited group of successful families in the southwest Florida area and their family and friends worldwide. The majority of our clientele is comprised of retiree’s and working executives. Our three step discovery process uncovers areas that need action.
David R. Gursoy, CFP®:Senior Vice President – Wealth ManagementWealth Management AdvisorPortfolio Manager, PIA ProgramDave Gursoy is a Senior Vice President – Wealth Management, Wealth Management Advisor in the North Naples office. Dave joined Merrill Lynch in 1978. As a Wealth Management Advisor and Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., Dave helps clients determine long-term financial goals and strategies. He is a graduate of the University of North Carolina with a Bachelor of Science in Business Administration from the Kenan-Flagler School of Business.Dave is active in various community organizations. He is married to his wife Lisa and they have four children.David A. Ridge:First Vice President - Wealth ManagementSenior Financial AdvisorPortfolio Advisor PIA ProgramOriginally from Cincinnati, Ohio, Dave spent the bulk of his financial career in Columbus, Ohio prior to moving to Naples in 2002. Dave spent most of his career with another firm prior to moving to Merrill Lynch in early 2009. During his tenure, Dave has earned the titles of Senior Vice President and Senior Investment Management Consultant. Having been in the financial services industry since 1989, Dave has focused on consulting with both institutions and high net worth individuals. Some of his clients have included colleges, foundations, and hospitals. As well as their executive and advisory board members.He has advanced training in the areas of sophisticated asset allocation strategies, estate planning services, and cash flow management.Dave and his wife Jan have been married for 48 years and have a daughter and two grandchildren, all of whom live in Naples.Ryan A. Kowadla, CSNA:Financial AdvisorPortfolio Advisor, PIA ProgramRyan Kowadla, a native of Southwest Florida, joined Merrill Lynch in 2008 as a Financial Advisor in the North Naples office. His focus is on assisting clients establish financial objectives and implementing customized investment strategies. Ryan is a graduate of Florida Atlantic University with a Bachelor of Business Administration from the Barry-Kaye College of Business, he also holds a Master of Business Administration with a distinction in finance from Florida Gulf Coast University where he is a member of the Graduate Business Association of Southwest Florida.Shane Kelley:Financial AdvisorPortfolio Advisor, PIA ProgramShane Kelley joined Merrill Lynch in 2012 as a Financial Advisor. He is a member of the Gursoy Group, a wealth management team within Merrill Lynch. Shane echoes the principles of the Gursoy Group, which are Discovery, Implementation, and Communication. He focuses on helping his clients achieve and maintain their desired lifestyles, by maintaining the alignment of their investments with their retirement goals and objectives. Within the team, Shane’s areas of focus include cash-flow management, and asset protection. Shane is also a Portfolio Advisor in Merrill Lynch's Personal Investment Advisory® program.Shane is a native of Southwest Florida and a graduate of Naples High School. As a football student-athlete at Brown University, he earned All-Ivy and All-New England honors, while earning a Bachelor of Arts in Economics. He also holds a Master’s degree in Education from the University of Miami. Shane is happy to be back in his hometown, where he enjoys the beach, golfing, and spending quality time with family and friends. He sits on the Board of Directors for the Brown University Club of Southwest Florida, and is active in various charitable organizations.Brian Raimann:Financial AdvisorBrian joined Merrill Lynch in 2013 and is the newest member of the Gursoy Group. He is a graduate of Florida Gulf Coast University with a Bachelor of Science in Business Management, concentrating in Entrepreneurship.He is an extremely client-focused individual. He brings to the team his 8 years of experience providing customer service in the Hospitality industry. Before joining the Gursoy Group at Merrill Lynch, Brian was a department manager at a local resort in Naples.Brian was born and raised in Naples, FL and enjoys all of the outdoor activities that the Gulf Coast has to offer. As an active Rotarian, he is excited to continue to build relationships within the community and make a positive difference in the lives of others.Verna J. Kemp:Senior Registered Client AssociateVerna Kemp is a Senior Associate who joined Merrill Lynch in 1981. Verna is registered and has experience in operations, administration and assisting clients with day to day financial needs. Verna was formally recognized for outstanding service and commitment as a member of the Client Associate Advisory Council to Management. She was also a recipient of the 2008 and 2009 Client Associate Service Quality Award.Verna and her husband Bob have been residents of Naples since 1986. Verna is active in the Heroes Campaign for the Collier County Chapter of the American Red Cross.Kathy Lacher-Demaris:Registered Senior Client AssociateKathy was born and raised in San Diego, CA and moved to Naples in 2003. Having been in the financial services industry since 1982, Kathy adds a wealth of experience to our team. She spent many years in banking prior to transitioning to the securities side of the financial services business.She has been a Client Associate since 1992, and is experienced in all areas of operations and account relationships.Formerly an Operations and Branch Administration Manager, Kathy holds the Series 7, 9, 10, 31, 63 and 65 licensures.
David Gursoy is registered to do business in:AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
David A. Ridge is registered to do business in:AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Ryan A. Kowadla is registered to do business in:AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Shane Kelley is registered to do business in:AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Brian Raimann is registered to do business in:AL, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WI, WV
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