Beruflich Dokumente
Kultur Dokumente
1401 Manatee Ave W Bradenton, FL 34205 941-741-2401 866-250-5272 (toll free) 941-256-0791 (fax) 1819 Main Street Sarasota, FL 34236 941-364-5617 800-937-0837 (toll free) 941-256-0846 (fax)
Our Commitment
As dedicated professionals we endeavor to provide the highest level of comprehensive wealth management and personalized service, to a select group of high-net-worth clients who trust and like us. We will pursue our clients goals and dreams with the same vigor as we do our own.
Our Team
Financial Advisors
Joseph M. Adamchak, VP , CFM Joseph M. Adamchak, CFM Sr. Financial Advisor Financial Advisor Resident Director Resident Director Portfolio Manager PIA Program Portfolio Manager PIA Program
Gene A. Ponsler, VP, CFM Sr. Financial Advisor Portfolio Manager PIA Program
Client Associate
Client Associate
Client Associate
Lisa Fleming
Pam Curwood
Advisor Bios
Joseph M. Adamchak Vice President, Resident Manager, CFM
Joe Adamchak is Resident Director, Vice President, and Certified Financial Manager with 26 years of experience within the Financial Services Industry. Joe is a graduate of the University of South Florida, in Tampa and has held various positions within management. Joe was Florida District Administrative Manager of the year and a President's Award recipient in 2001. In 2005 and 2006, Joe became a member of the Chairman's Recognition Club. Gene A. Ponsler Vice President, Sr. Financial Advisor, CFM Gene Ponsler is a Vice President and Certified Financial Manager with 12 years of experience within the Financial Services Industry. After Military Service Gene was a local Business owner for 25 years and joined Merrill Lynch in 1999. Gene received his is a MBA in Business Administration from the University of South Florida, in Tampa and his BS in Business Management from Florida Southern College. In 2001, 2002, 2003, and 2004 Gene became a member of the Chairman's Recognition Club. Steven F. Bordes Sr. Financial Advisor, CFM, CRPS
Steven Bordes is a Sr. Financial Advisor and Chartered Retirement Plans Specialist with 7 years experience in the Financial Services industry. Steven was a Financial Analyst for 13 years in Washington, D.C. In 2002 he relocated to Lakewood Ranch, FL. Steven joined Merrill Lynch in March 2004. He is very active in the community through several non-profit organizations. Steven received his MBA in Business Administration from Strayer University in Washington, D.C. and his BBA in Business Administration from Averett University in Vienna, Virginia.
Group Members
Our contact information:
Joseph M. Adamchak Sr. Financial Advisor Resident Director Portfolio Manager PIA Program (941) 741-2401 joseph_adamchak@ml.com Mary Erin McGloin Client Associate (941) 741-2416 maryerin_mcgloin@ml.com Gene A. Ponsler Sr. Financial Advisor Portfolio Manager PIA Program (941) 364-5617 gene_ponsler@ml.com Steven F. Bordes Sr. Financial Advisor (941) 741-2442 steven_bordes@ml.com
The Adamchak, Ponsler, Bordes Group Will Form A Strategic Relationship With Your Other Advisors
The Adamchak, Ponsler, Bordes Group You
Attorneys
Responsible for preparing wills, powers of attorney and trust documents, and providing estate planning and tax advice.
Accountants
Responsible for preparing individual and corporate annual tax returns, as well as providing audit specialization and tax planning advice.
Strategic Approach
Repeatable, quality experience regardless of team member Customized Solutions Regular and predictable calls and visits
Focus on building trusting relationships with our clients through constant communication
Initial Steps
Meeting 1 Share and Learn Beliefs Determine Synergy
Meeting 2 Review Liabilities: Assets Review Next Steps: Documents Meeting 3 Action Plan Review Begin Implementation Meeting 4 Value Client Service plan
Next Steps
Statements Investments Checking Savings Retirement 401-K Pension TIA-CREFF Social Security Prior Employment Statements Liabilities Mortgages Estate Wills Estate Plan Trusts Gifting Programs Insurance Life Long-Term Care Annuities Taxes Most Recent Tax Returns Education
Customized Recommendations Our financial recommendations are consistent with your long-term goals, financial circumstances and risk tolerance.
Full Disclosure We inform you of the costs and benefits of doing business with Merrill Lynch. The Integrity Of Merrill Lynch Our principles, financial strength, service quality and market leadership provide you with comfort and security through good times and bad.
Merrill Lynch, Pierce, Fenner & Smith Incorporated. Printed in the U.S.A. Member, Securities Investor Protection Corporation (SIPC).