March 30, 2016

Inside Barron’s America’s Top Advisor Rankings

Barron’s pic


A managing director and advisor for Merrill Lynch, Keefe Gorman possesses over 29 years of experience and is a certified financial planner with the Certified Financial Planner Board of Standards. Keefe Gorman’s work with Merrill Lynch and in the financial industry led him to receive a ranking among Barron’s 2013 and 2014 Top Advisors in New York.

Every year, Barron’s releases a revised listing of its America’s Top Advisor Rankings based on data provided by more than 4,000 top productive advisors around the world. It incorporates a number of factors into its rankings, including revenue produced for the firm, assets under management, and regulatory record. Additionally, the ranking examines the individual’s quality of work and philanthropic activities. Due to the unpredictable variables affecting investment success, Barron’s does not incorporate investment results as an explicit component in its rankings.

Barron’s lists individuals according to state and each list consists of exactly 100 advisors. In addition to providing each advisor’s rank for the current year, the list also displays his or her ranking during the previous year for comparison. Those marked with an N instead of a ranking did not make the previous year’s ranking.

September 18, 2015

Ithaca Sunrise Rotary Club Serves Local Community

Keefe Gorman, a Merrill Lynch financial advisor, serves high-net-worth clients from his office in Ithaca, New York. In addition to his work with Merrill Lynch, Keefe Gorman is an active member of the local community. Among other activities, he has served on the board of directors for the Rotary Club of Ithaca Sunrise.

With more than 1.2 members worldwide, Rotary International provides opportunities for community members to create meaningful change in their local areas. Members of the Rotary Club of Ithaca Sunrise have a tradition of supporting local senior citizens. After hosting monthly dinners at a local senior learning center, the club shifted its focus to making monthly visits to Oak Hill Manor, a nursing facility. During the visits, residents have opportunities to chat and play games with Rotarians.

In addition, the Rotary Club of Ithaca Sunrise collects magazines and delivers them to the waiting rooms in area hospitals. Through these and other service projects, the Ithaca Sunrise Rotary Club helps improve quality of life for the citizens in its local community.

July 27, 2015

Nursing Home Residents Regain Independence through Restorative Program

New York resident Keefe Gorman is an accomplished skier and financial professional for Merrill Lynch. In addition to his work with Merrill Lynch, Keefe Gorman plays an active role in his community. He previously served on the board of directors for the Reconstruction Home, a nonprofit nursing care facility in Ithaca. The facility offers a number of enrichment opportunities for residents, such the New Beginnings restorative nursing program.

New Beginnings strives to promote the independence of residents and alter the perception that nursing homes are “the end of the line.” Designed for individuals who recently lost the ability to perform daily living tasks on their own as a result of disease or age-related conditions, the program focuses on returning individuals to a level of physical functioning and preventing the deterioration of daily living skills and activities.

Additionally, New Beginnings can benefit residents who exhibit behaviors such as crying and aimless wandering. By increasing their ability to perform basic living tasks residents previously did for themselves for years, the program allows them to regain self-esteem and dignity.

To learn more about the New Beginnings program and other Reconstruction House services, visit the facility’s website at

November 21, 2014

Keefe Gorman- Foodnet Meals on Wheels

One of the Consumers’ Research Council of America Top Financial Planners, Keefe Gorman advises clients on wealth management issues. Active in charitable endeavors, Keefe Gorman supports Foodnet Meals on Wheels.

Aiding citizens throughout Tompkins County, New York, Foodnet Meals on Wheels provides older adults with two meals every day. For nearly 50 years, this organization has fought hunger and promoted independent living. More than 500 people utilize this service to receive adequate nutrition at their homes daily.

Along with other Meals on Wheels programs, Foodnet Meals on Wheels participates in “March for Meals.” Developed by the Meals on Wheels Association of America, this initiative utilizes the month of March to bring awareness to issues such as senior hunger and to inspire others to support its cause. As part of this national endeavor, Foodnet Meals on Wheels celebrated Community Champions Week in mid-March. The week concluded on March 22 with the Mac ‘N Cheese Bowl at Ithaca High School. Local restaurants including the Lansing Market; Harbor Inn, Restaurant & Brewing; and Cornell Dining donated their best macaroni and cheese to this contest. Proceeds from the event went to Foodnet Meals on Wheels.

September 24, 2014

Downhill vs. Cross-Country Skiing

A wealth an investment advisor at Merrill Lynch, Keefe Gorman has been listed by Barron’s magazine as one of the country’s top brokers and investment advisors on numerous occasions. Prior to joining Merrill Lynch, Keefe Gorman took part in the United States professional ski tour.

While the major difference between cross-country and downhill skiing is fairly obvious, there are a number of technical strengths and physical requirements associated with the sport’s two primary disciplines that may be overlooked by the casual skier or television viewer.

The difference begins with the skis themselves, which are attached to the boots of a cross-country athlete only at the toes; a downhill skier is fully attached to the skis by bindings. Additionally, downhill skiers require a greater amount of technical training to prepare themselves for the high speeds involved in the sport. Cross-country skiers, meanwhile, focus primarily on endurance training, since the movements involved with uphill, downhill, and level-terrain cross-country skiing are more natural to the body. Cross-country skiing is also a less expensive sport than downhill skiing, and in the United States there are far more areas available to cross-country skiers than there are alpine ski resorts.

July 1, 2014

Four Types of Tennis Players

M. Keefe Gorman presently serves as a managing director of a Division 1 wealth management team with Merrill Lynch. Outside of his work with Merrill Lynch, M. Keefe Gorman plays a number of sports, including golf and tennis.

Like golf, tennis is often referred to as a game individuals can play from childhood through old age. Over a lifetime of play, an individual will develop a unique style that generally can fall into one of four categories. The grinder, or pusher, is often referred to as a human backboard. This type of player possesses no weapons beyond elite consistency and impressive stamina. A grinder rarely misses a shot and will never beat themselves, but can be defeated by an aggressive yet measured approach to the net, which eliminates the pusher’s running game. Similar to the grinder is the counter puncher, another fast and balanced player who rarely makes errors. Unlike the grinder the counter is not afraid to attack. The counter puncher, however, still lacks a finishing shot and relies on using his or her opponent’s pace and angles against them. Attacking the net is again the winning strategy, but the counter puncher is much more capable of ripping a passing shot when compared to the grinder.

The aggressive baseliner is the natural progression from a counter puncher. This type of player is capable of hitting winning groundstrokes from anywhere on the court, and often will do just that. These players are prone to making many errors, and while they are capable of hitting a less aggressive player off of the court, a patient tactician can begin drawing these errors consistently as a match wears on. The final type of tennis player is the serve and volleyer. This player has a serve with pace and control that sets up an easy approach to net. Against a solid serve and volley player, opponents must simply focus on their own service games and wait for the occasional mishit serve that can be attacked for a passing shot.

March 31, 2014

The Basics of Alpine Skiing Competitions

Keefe Gorman, currently a Merrill Lynch managing director, has built a reputation for being an outstanding financial advisor. He has been listed as a top-50 broker by Registered Representative Magazine, and Barron’s Magazine twice named him to its list of the “Top 100 Advisors.” When he’s not focusing on assisting clients at Merrill Lynch, Keefe Gorman enjoys competitive skiing and has raced on both the U.S. Pro Mogul Tour and the U.S. Pro Ski Tour.

Currently, Gorman participates in the Song Mountain Training Center and Race Club, which offers training in alpine skiing skills. In alpine skiing, racers follow a set path marked by sets of two tall poles to keep them away from obstacles. In downhill skiing competitions, racers wind around the poles while focusing on achieving the best time, reaching speeds of 80 miles per hour or higher.

In the slalom competition, skiers focus on showcasing their turning ability by maneuvering through narrow gates at speeds averaging 25 miles per hour. Some alpine skiing competitions also include giant slalom or “Super G” events, which test both downhill speed and slalom turning skills. Finally, freestyle alpine skiing competitions allow competitors to incorporate “hot-dogging” tricks into a downhill ski run.

February 24, 2014

Michael Keefe Gorman: Foodnet Meals on Wheels Provides Locally Grown Produce

Michael Keefe Gorman: Foodnet Meals on Wheels Provides Locally Grown Produce

A top-ranked financial adviser by financial industry publications, Michael Keefe Gorman served for eight years on the Board of Directors of Foodnet Meals on Wheels of Tompkins County. A longtime New York resident, he participates in many community organizations.

Volunteers with Foodnet Meals on Wheels of Tompkins County prepare and deliver hundreds of meals on a daily basis. Through Menu Improvement Grants and donations from local vegetable gardeners, the nonprofit is able to include nutrient-rich menu items such as fresh fruit, long-grain rice, winter squash, potatoes, tomatoes, and greens in the meals it prepares for homebound seniors and others who need meal delivery. The organization also provides such services as nutrition counseling and outside service referrals. Much of the group’s local produce comes from its own kitchen garden project and from client-tended gardens at a local rehabilitation center. Foodnet Meals on Wheels of Tompkins County celebrated its 25th Anniversary in 2012.

February 5, 2014

Keefe Gorman: The Rotary Club of Ithaca Sunrise Partners with Ovalle Chile International

M. Keefe Gorman, CSNA, CFM, CFP®
Managing Director – Investments Wealth Management Advisor NMLS ID 579816 Merrill Lynch 235 South Cayuga St. Suite 100 Ithaca, N.Y. 14850
Fax: 607-215-7173 Ph: 800-815-5796

The Ithaca Sunrise Rotary Club, a charter of Rotary International, is committed to peace through service – the 2012-13 Rotary International theme. To this end, Ithaca Sunrise Rotary has partnered with the Ovalle, Chile Rotary club to build a facility for teaching English. Through district matching with International Rotary foundation grants, the funds to equip an English teaching lab will be raised. Keefe Gorman is currently on the Board of Directors of the Ithaca Sunrise Rotary Club and recently traveled to Chile to check up on the project.

The need for English teaching facilities in Ovalle is great because residents of this small city north of Santiago do not have access to English language classes beyond high school. English speaking and writing skills are important for Chileans wishing to do business with English speaking countries.

Rotary International’s strength lies in the ability to connect people who otherwise may not be aware of another’s need, and in the connections already in place through Rotary clubs. This partnership between Ithaca and Ovalle is an example of that strength.

December 21, 2013

Keefe Gorman – Safety Tips for Mountain Biking

Recognized as a successful financial services industry professional, Keefe Gorman has garnered numerous accolades and awards as a managing director of investments at Merrill Lynch, including distinction as one of the top 50 brokers in the country by Registered Representative magazine and as one of the top 100 financial advisors by Barron’s magazine. In his time away from Merrill Lynch, Keefe Gorman enjoys an active lifestyle as an avid skier and mountain biker.

Here are a few safety tips to keep in mind while mountain biking:

Maintain control—Whether it means slowing down or having to walk the bike along certain parts of the trail, it is important to maintain control of the bike’s speed and trajectory at all times. This is helpful in situations where one encounters an obstacle or unexpected twists and turns in the trail.

Proceed with caution—Especially on unfamiliar trails, one should always proceed with caution and ride slowly, particularly when rounding corners.

Wear the appropriate gear—In addition to wearing a helmet, mountain bikers should always wear appropriate gear that is both comfortable and protective. This includes glasses to protect the eyes, gloves to protect the hands, and padded shorts to ensure a smoother ride.