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9128 STRADA PLACE
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Wealth Management Advisor
Senior Vice President - Investments
Senior Vice President - Wealth Management
First Vice President - Wealth Management
Senior Financial Advisor
First Vice President-Wealth Management
Assistant Vice President
Registered Client Associate
The Gursoy GroupA Wealth & Financial Management GroupDISCOVERY, IMPLEMENTATION, COMMUNICATION, and CONTINUITY are the basis of our team process and discipline. We discover family needs, implement a plan to help meet their needs, communicate the results of the plan, and provide continuity to families through transitions in life. Ultimately our team assists families in maintaining their desired lifestyle for the duration of their life. We work with individuals who require the services of our wealth management platform. Clients are given an increased level of comfort due to their understanding of the processes we utilize. 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 clientele is comprised of retirees and working executives. Our three step discovery process uncovers areas that need action.David R. Gursoy, CFP®Senior Vice President - Wealth ManagmentWealth Management AdvisorPortfolio ManagerDave joined Merrill Lynch in 1978. As a Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER™ certificant, 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. He also studied wealth management at The Wharton School of Business at the University of Pennsylvania and studied in the Longevity Training Program at the Davis School of Gerontology at the University of Southern California. Dave has been a guest speaker in Merrill Lynch educational events for financial advisors, as well as for the public.
Dave is active in various community organizations. He and his wife, Lisa, have a particular interest in education. Dave, Lisa, their 4 children, and son-in-law enjoy spending time together in Wisconsin at "Blue Heaven".Kathy R. Carman, CFP®, CRPC®Vice PresidentWealth Management AdvisorKathy joined Merrill Lynch in 1984. A graduate of the University of Wisconsin - Madison, she obtained her CFP® certification in 2002. Kathy assists client with developing their personal and business financial strategies, and works with their advisors on estate planning needs. Kathy focuses on goal-oriented investment management while focusing on communication and service delivery.In her free time, Kathy enjoys cooking. She and her husband, Don, love to watch their son, Jackson, play baseball.David A. RidgeFirst Vice President - Wealth ManagementSenior Financial AdvisorPortfolio AdvisorDave began his career at Merrill Lynch in 2009. Having been in the industry since 1989, Dave has focused on consulting with both institutions and high-net-worth individuals. He has advanced training in the areas of estate planning services and cash flow management.Dave and his wife, Jan, have been married for over 50 years, and have a daughter and two grandchildren. Dave is involved in his community and his church. His enjoys spending time with his family and cheering for the Ohio State Buckeyes.Verna J. KempClient AssociateVerna joined Merrill Lynch in 1981. Verna brings a wealth of knowledge to the team, and manages day-to-day operations for the Gursoy Group, as well as assisting clients in their financial needs.Verna and her husband, Bob, have been residents of Naples since 1986. They enjoy boating, fishing, and golfing. Verna enjoys traveling and hiking, particularly in Europe, and has a fondness for the American West, wildlife, and nature.Ryan A. Kowadla, CRPS®Assistant Vice PresidentWealth Management AdvisorPortfolio AdvisorRyan joined Merrill Lynch in 2008. His focus is on assisting clients in establishing 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. Ryan is currently on the Board of Directors for the Alumni Association at Florida Gulf Coast University.Ryan loves spending time with his wife, Brooke, and their son, Alexander. He also enjoys personal fitness and playing tennis.E. Shane Kelley, CRPC®Financial AdvisorSenior Portfolio AdvisorShane joined Merrill Lynch in 2012. Holding his Chartered Retirement Planning CounselorSM designation, Shane focuses on helping clients achieve and maintain their desired lifestyles. As a football student-athlete at Brown University, Shane earned All-Ivy and All-New England honors while earning a Bachelor of Arts in Economics. Shane enjoys tennis, crossfit, and spending quality time with his wife, Ingrid, family, and friends. He sits on the Board of Directors for the Brown University Club of Southwest Florida and the Winged Foot Scholarship Foundation.Katherine R. GursoyFinancial AdvisorKatherine joined Merrill Lynch and the Gursoy Group in 2014. She focuses on helping the team with wealth management services and client relationships.Katherine graduated from Naples High School before obtaining her Bachelor of Arts in Mathematics from the University of Florida.She enjoys horseback riding and much of what Florida has to offer, particularly the beach and water skiing.Jennifer S. DombkowskiRegistered Client AssociateJennifer joined the Gursoy Group in 2015. She obtained her Bachelor of Science from the University of Florida. As a Registered Client Associate, she focuses on servicing new and existing client relationships.Jennifer and her husband, Steven, relocated to Naples in 2015. They enjoy golf, the beach, snowmobiling in Wisconsin, and spending time with their dog, Emmitt.*Some or all alternative investments may not be suitable for certain investors. *Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the US, which is awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements. *Chartered Retirement Plans Specialist(SM), CRPS®, Chartered Retirement Planning Counselor(SM) and CRPC® are registered service marks of the College for Financial Planning.
David Gursoy is registered to do business in : AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WV
Kathy R. Carman is registered to do business in : AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI
David A. Ridge is registered to do business in : AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV
Ryan A. Kowadla is registered to do business in : AK, AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV
E. 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
Katherine R. 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, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WV
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