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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, 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 Gursoy is a Senior Vice President - Wealth Management in the Naples office. Dave 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 has also studied wealth management at The Wharton School of Business at the University of Pennsylvania. Dave has been a guest speaker in various Merrill Lynch educational events for financial advisors, as well as financial educational events for the public.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) enjoy spending time together in Wisconsin at "Blue Heaven".Verna J. KempClient AssociateVerna Kemp joined Merrill Lynch in 1981. Verna has experience in operations, administration, and assisting clients in accomplishing financial needs. 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 golfing. Verna enjoys traveling and hiking, particularly in Europe, and has a fondness for the American West and anything to do with wildlife and the great outdoors.Ryan A. Kowadla, CRPS®Wealth Management AdvisorPortfolio AdvisorRyan Kowadla, a southwest Florida native, 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 newborn son, Alexander. He also enjoys personal fitness and playing tennis.E. Shane Kelley, CRPC®Financial AdvisorPortfolio AdvisorShane Kelley joined Merrill Lynch in 2012. Holding his Chartered Retirement Planning CounselorSM designation, Shane focuses on helping clients achieve and maintain their desired lifestyles. Shane is also a Portfolio Advisor in the Merrill Lynch 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 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.David A. RidgeFirst Vice President - Wealth ManagementSenior Financial AdvisorPortfolio AdvisorOriginally from Cincinnati, Ohio, Dave spent the bulk of his financial career in Columbus, Ohio, prior to moving to Naples in 2002. Dave 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 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. Dave is very involved in both his community and his church. His loves are spending time with his family and cheering for the Ohio State Buckeyes.Katherine R. GursoyFinancial AdvisorKatherine was born and raised in Naples, Florida. She 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 much of what beautiful southwest Florida has to offer, particularly the beach and water skiing.Jennifer S. DombkowskiClient AssociateJennifer is the newest addition to the Gursoy Group. She was born and raised in Naples, Florida, and is a Naples High School graduate. She obtained her Bachelor of Science from the University of Florida, and has experience in risk management. As a client associate, she focuses on servicing new and existing client relationships.Jennifer and her husband, Steven, relocated to Naples in 2015. They enjoy golfing, the beach, snowmobiling in northern 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, 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
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
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
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, OK, OR, PA, RI
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