We bring clients the attitude, aptitude and advocacy they deserve. Clients are busy pursuing their careers and other passions. We're committed to support their success in realizing their financial and personal goals. In 1980, Gehret launched his career as a Financial Advisor, working on behalf of NYSE firms. Ten years later, he joined Merrill Lynch Wealth Management and its predecessor firms (initially, Sovran Investment Corporation). During his career, Gehret has honed a disciplined, planning-based wealth management process in which he establishes an understanding of each client's personal and professional motivations. Only then, does he proceed with a mutually agreed-upon strategy in which key aspects of clients' financial goals are addressed. Gery holds the Chartered Retirement Planning Counselor(SM), and Series 4,7,24,53,63 and 65 FINRA registrations .He also holds Life/Health and Variable Annuity licenses in Virginia, Maryland, North Carolina and Washington, D.C. A lifelong resident of Northern Virginia, Gehret received a Bachelors degree in Economics from the University of Virginia. Today, Gehret and his wife, Jennifer, live in Fairfax and enjoy tennis and sailing. Their son, Steele, is a recent graduate of James Madison University, College of Business. For years, Gehret has been active in community organizations, having served as President of Fairfax Little League, Commissioner of Fairfax Police Youth Club (FPYC) Basketball, and as a referee for FPYC Basketball. *CRPC and Chartered Retirement Planning Counselor are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries.* We bring clients the attitude, aptitude and advocacy they deserve. Clients are busy pursuing their careers and other passions. We're comsee more 