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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
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 ManagerDave Gursoy is a Senior Vice President – Wealth Management, Wealth Management Advisor in the 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 and his wife Lisa have a particular interest in education. Dave, Lisa, and their family (4 children, 1 son-in-law) particularly enjoy spending time together in Wisconsin at “Blue Heaven”.David A. Ridge:First Vice President - Wealth ManagementSenior Financial AdvisorPortfolio AdvisorDave is originally from Cincinnati, Ohio. Dave spent the bulk of his financial career in Columbus, Ohio prior to moving to Naples in 2002. 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, alternative investments, and cash flow management. Dave and his wife Jan have been married for over 50 years and have a daughter and two grandchildren, all of whom live in Southwest Florida. Dave is very involved in both his Community and his Church. His love is spending time with his Family and Cheering for theOhio State Buckeyes.Ryan A. Kowadla, CRPS®:Wealth Management AdvisorPortfolio AdvisorRyan Kowadla, a native of Southwest Florida, joined Merrill Lynch as a Financial Advisor in the Naples office in 2008. 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. 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 newborn son Alexander. He also enjoys personal fitness and playing tennis.Shane Kelley:Financial AdvisorPortfolio AdvisorShane 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. 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 his wife Ingrid, 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.Katherine Gursoy:Financial AdvisorKatherine was born and raised in Naples, FL. She is the newest member of the Gursoy Group joining in 2014 and focuses on helping the team with wealth management services and client relationships. Katherine graduated from the University of Florida with a Bachelor’s degree in Mathematics.She enjoys much of what beautiful southwest Florida has to offer, particularly the beach!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 in developing financial strategies. Verna manages day-to-day team operations for the Gursoy Group and brings a wealth of knowledge to the Team.Verna and her husband Bob have been residents of Naples since 1986. They enjoy boating, fishing, and playing golf. Verna enjoys traveling and hiking, particularly in Europe, and has a fondness for the American West and anything to do with Nature and the Great Outdoors.Some or all alternative investments may not be suitable for certain investors. Asset allocation does not ensure profit or protect against loss in declining markets. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Chartered Retirement Plans Specialist(SM) and CRPS® are registered service marks of the College for Financial Planning.
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, NV, 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, NV, 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, NV, 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
Katherine Gursoy is registered to do business in:FL
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