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OFFICE CTR AT SHORT HILLS51 JFK PARKWAY
Floor No. 03,
Senior Financial Advisor
Managing Director-Wealth Management
Adam J. Gurien - Managing Director-Wealth Management, Portfolio Manager, Wealth Management AdvisorFocus: Guiding the Gurien Group’s investment selectionsAdam helps investors address their complete wealth management needs with informed, globally focused guidance. As the Gurien Group’s Managing Director, Adam guides the team’s investment portfolios and has the insight to transform personalized advice into investment choices he manages with discretion. • Named one of Barron’s Top 1000 Financial Advisors in 2010 and 2011• Has over 25 years of financial services experience, including retail banker, mortgage business principle and an independent broker dealer • Holds a bachelor of arts degree in history from the University of Vermont• Serves as a board member for Jewish Vocational Services
Garrie Lewis, CRPC® - Financial AdvisorFocus: Applying his analytical experience to help individuals pursue their goalsGarrie joined Merrill Lynch in 2011, bringing 3 years of experience as an Equity Portfolio Risk Analyst at BlackRock. He combines logic-driven guidance with personalized service to support clients’ lifelong wealth management needs. • Earned a Bachelor of Science degree in marketing from Johnson & Wales University, Providence, R.I. • Holds the Chartered Retirement Planning Counselor SM designation• Was a 2009 NYU Stern Business Plan Challenge Participant and 2009 Leadership Somerset Fellow • Served as chairman for dfree™ at First Baptist Church in Somerset, NJCandice Epp, CRPC® - Investment AssociateFocus: Helping clients preserve and protect their wealth while preparing for retirementCandice began her wealth management career in 1990 and joined the Gurien Group as a Financial Advisor in 2009. She works to bring clarity and confidence to clients’ financial lives through attentive, knowledgeable service.• Earned a Bachelor of Science in marketing from Lehigh University (PA)• Holds the Chartered Retirement Planning Counselor SM designationCecil Brandon - Investment AssociateFocus: Developing wealth management strategies for nonprofit organizations, high-net-worth individuals, families and businessesCecil has been in the financial services industry since 1973 and joined Merrill Lynch in 2006. He applies his decades of experience to help clients pursue their short- and long-term financial goals with consultative, objective wealth management. • Earned a Bachelor of Arts degree in Education from the University of MississippiJacqueline McDuffie - Client AssociateFocus: Upholding the Gurien Group’s commitment to superior client service and efficient operationsA financial services professional for more than 20 years, Jackie supports clients’ daily needs and is committed to providing diligent, proactive communication. Away from the office, Jackie is a dedicated community member who devotes her time to Streetlight Mission, Meal Ministry and Gateway Pregnancy Center.• Earned a Bachelor of Arts in Sociology from Montclair State University• Served in the Air Force and is a Desert Storm veteranAngel Parrott - Client AssociateFocus: Supports clients with dedicated service while addressing the Gurien Group’s operationsAs clients’ main point of contact with our team, Angel helps ensure they receive the attention, transactional support and administrative guidance they need. She joined Merrill Lynch in 2006 and has more than 15 years of financial services experience, including nearly a decade at A.G. Edwards. Ilene Shewitz - Client AssociateFocus: Support the team with a dedicated focus on client service technology and service model process.Ilene was with a national pharmaceutical company for over 17 years where she managed the sales support and client service technology for national distribution. Ilene brings a discipline process driven approach to client service and wealth management solution process.• Earned a Bachelor of Arts in Computer Science from Rutgers Universityo Source: Barron’s “Top 1,000 Financial Advisors,” February 2011. Visit Barron’s 2011 Top Rankings: State by State for more information about the measures used to determine Advisor rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. o Chartered Retirement Planning Counselor SM and CRPC® are registered service marks of the College for Financial Planning.
Adam Gurien is registered to do business in : AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, MA, MD, MN, MO, NC, NH, NJ, NM, NY, OH, PA, TX, UT, VA, VT
Garrie P. Lewis is registered to do business in : AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, MN, NC, NH, NJ, NM, NY, OH, PA, TX, UT, VA, VT
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