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HARBOUR VIEW CENTRE333 WEST GRANDVIEW PARKWAY
Suite 300TRAVERSE CITY,
Sr Resident Director
Senior Financial Advisor
Assistant Vice President
Registered RD Assistant
The GWC Group, with over ninety years of combined financial services experience, addresses the wealth management needs of affluent families, business owners, endowments and non-profit institutions. We provide detailed, personalized attention when creating wealth management strategies for our clients. Drawing on the vast, global investment resources of Merrill Lynch and providing access to banking services through a Bank of America Wealth Management Banker, our team is able to provide a comprehensive approach to a multi-generational wealth cycle process. Our practice strives to build long-term relationships with clients, working closely with their other trusted advisors, such as attorneys and accountants, providing a single point of contact for all their financial needs. Our consultative process starts by getting to know you personally, to fully understand a client’s goals and aspirations. We can then apply this knowledge to an in-depth analysis of your unique financial circumstances, to help grow and preserve your legacy. Consistent communication is the cornerstone of the GWC Group’s client service experience, helping clients navigate through the ups and downs of the investment markets.
WILLIAM J GROMBALASenior Resident Director/Vice PresidentSenior Financial AdvisorBill has been in the financial services industry since 1986 and joined Merrill Lynch in 1997. His focus is on developing strategies for high net worth individuals, their families, and their businesses. Bill's approach to wealth management is consultative, objective, and committed to excellence. First, he takes time to listen to and review a client's financial situations, preferences, and goals. Next, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. Lastly, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.Bill is a graduate of Hillsdale College and is active with his varsity alumni association there. In addition, he serves the community through volunteer work on behalf of the Carmelite Nuns, the YMCA, St. Joseph's Parish Development Committee, as well as coaching high school lacrosse each spring. Bill and his wife, Shelley, reside on Old Mission Peninsula with their four children. KATHLEEN M WINGSenior Financial Advisor/Assistant Vice PresidentKathleen is an Assistant Vice President and Senior Financial Advisor based in Traverse City, Michigan. She has been with Merrill Lynch for over 35 years. Her focus is on developing strategies for high net worth individuals and their families to help them meet their short and long term financial goals. This includes investment planning, insurance and banking services.A life long Michigan resident, she has been in the Traverse City since 2000. As an active member of the community, she serves on the boards of the Traverse City Sunrise Rotary Club and Zonta Club of Leelanau County.ADAM L CREIGHTONFinancial AdvisorsAdam has worked in the financial services industry since 2005 and joined Merrill Lynch in Traverse City in 2012 after a five-year tenure with a private investment advisory firm. He has extensive experience in individual security selection and focuses on developing customized investment portfolios for affluent families and non-profit institutions. Adam utilizes his investment experience to tailor customized endowment-like portfolios for clients focused on the long-term. His approach distinguishes itself as lower cost for most investors by owning high-quality, primarily individually purchased securities. He provides first-class service to clients looking to preserve wealth while giving back to those charities they care most about. Adam is a 2005 graduate of Coastal Carolina University, with a Bachelors of Science in Corporate Finance. He remains active at the school as he currently serves on the Wall College of Business finance department advisory board. He and his wife, Lauren, live in Traverse City, Michigan, with their two children.KATHERINE M SOLOMONRegistered RD AssistantKathy has worked in the Financial Services Industry since 1992 and joined Merrill Lynch with Bill Grombala in 1997. During her tenure in the business, she has secured Series 7, 63 and 66 licensing. Kathy is dedicated to providing the optimal service experience to all clients she assists. Following through to completion and going the extra mile, are essential to her work. Becoming well acquainted with clients along the way is not only beneficial to our practice, but enjoyable for Kathy as well.Michigan is Kathy’s home state, having moved from Petoskey to Traverse City in the late 70’s. Kathy and her husband have two daughters and an adored granddaughter. Along with being involved in her faith community, she enjoys time spent with family, gardening and cooking.
Adam Creighton is registered to do business in:AK, AZ, CA, CO, FL, IL, IN, KY, MD, MI, NC, NM, OH, SC, TX, VA, WA, WI
William J Grombala is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
Kathleen M Wing is registered to do business in:AK, AZ, CA, CO, FL, IL, IN, KY, MD, MI, NC, NM, NY, OH, TX, WI
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.