Posts tagged ‘Merrill Lynch’

April 6, 2018

Forbes Top Advisor Selection Process


Forbes pic


An experienced Certified Financial Planner professional, Keefe Gorman is managing director of investments at a Merrill Lynch-affiliated firm based in New York. In 2018, Keefe Gorman of Merrill Lynch was recognized by Forbes as one of the best wealth advisors in New York State.

A total of 50 financial advisors were listed as best in-state advisors outside of New York City and Mr. Gorman, who operates out of Ithaca, ranked 14th. The Forbes Best-In State Wealth Advisors list highlights financial advisors with strong reputations in all 50 states and is curated through extensive research conducted by SHOOK Research. In creating the list, the firm looks for advisors whom they would recommend to a family member or friend, and that determination is made through face-to-face or telephone interviews as well as quantitative data such as assets under management, industry experience, and revenue trends. To qualify, wealth advisors must have a minimum of seven years experience.

SHOOK only considers advisors with acceptable compliance records who meet predetermined minimum thresholds and were nominated by their respective firms. It received 21,138 nominations for the 2018 list and conducted 5,264 telephone interviews and 1,157 face-to-face interviews at advisors’ places of business.

August 3, 2017

An Introduction to the Serve and Volley Tactic in Tennis

Serve and Volley pic

Serve and Volley

Keefe Gorman is an experienced wealth advisor with Merrill Lynch in New York. Beyond his activities as an advisor and managing director at Merrill Lynch, Keefe Gorman enjoys leading an active lifestyle. He is particularly fond of playing tennis.

Tactics individuals can implement on the tennis court include the serve and volley play. A typical exchange between tennis players involves the server beginning the point and both players remaining at the back of the court until an error or winner has been hit, or until one player can move into the net and end the point with a volley. Once the dominant style of play in tennis, the serve and volley is now used as a change of pace or surprise tactic in which the server immediately moves forward and, ideally, finishes the point at the net within one or two strokes following the serve.

There are a number of components to a successful serve and volley play. For example, a fast, powerful serve can sometimes overwhelm the returner and produce a weak reply that makes for an easy volley. On the other hand, a skilled returner can use the pace against the server and hit a return winner before the opponent has made more than a few steps toward the net. In many cases, a more effective play is a wide, slicing serve or a kick serve into the body, either dragging the returner far off of the court or jamming his racket to prevent a strong return.

The surface of the court can also influence the outcome of the serve and volley play. On a grass court, for instance, balls stay low to the ground after the first bounce. Slice serves are particularly effective on grass, further enhancing the tactic on a grass court. On the other hand, clay courts are less forgiving to slice because they produce high bouncing balls that allow the returner to take his time and measure a perfect passing shot before the server has positioned himself at net.

October 12, 2016

ShelterBox’s Work in Nepal

 ShelterBox USA pic

ShelterBox USA

Outside of work as a managing director at Merrill Lynch, Keefe Gorman is an avid skier who enjoys spending time on the slopes with his family. Keefe Gorman also remains actively involved with a number of charities, including ShelterBox USA.

A nonprofit organization, ShelterBox USA was founded in 2004. It is one of the worldwide affiliates of ShelterBox, which was started by the Rotary Club of Helston-Lizard in Cornwall, England. ShelterBox is now the Rotary Club’s largest project in the world.

The aim of the organization is to provide people who have experienced humanitarian calamities and catastrophes with shelter and care. Since its founding, the nonprofit has been involved in more than 270 humanitarian crises and catastrophe relief operations in over 95 geographic areas and has helped more than 1 million people.

When a destructive 7.8-magnitude earthquake hit Gorkha, Nepal, in April 2015, thousands of people were killed, and entire villages were destroyed. Within two days of the catastrophe, a team from ShelterBox arrived and rapidly began distributing aid from stocks that had been prepositioned in a nearby location. The team also provided tents for damaged hospitals in the national capital of Kathmandu.

Further, ShelterBox distributed shelter kits to people in need. The kits contained heavy-duty tarps and tools to be utilized in different ways to fix and build shelters. ShelterBox team members also helped in building the shelters.

A year after the tragedy, the organization has assisted in providing shelter to over 67,000 individuals in Nepal.

August 17, 2016

Shelter Box Provides Living Essentials for Disaster Victims

Shelter Box USA pic

Shelter Box USA

A leading wealth management advisor based in Ithaca, New York, Keefe Gorman serves as Managing Director – Investments at Merrill Lynch. With three decades of experience as a financial advisor, Keefe Gorman has appeared in several of Barron’s Top 100 broker lists. When not serving his clients at Merrill Lynch, Mr. Gorman gives back by supporting a number of charities, including Shelter Box USA.

ShelterBox provides shelters and other supplies for families in areas where a natural disaster has occurred or a humanitarian crisis is ongoing. The idea for the organization began with a simple question: what does a family need that has lost everything? In response, ShelterBox came up with an answer in the form of a package that consists of a small cargo container that includes a large tent, blankets, gloves, hats, mosquito nets, a water filter and storage containers, pots and pans, solar lamps, tools, and a tent repair kit – the staples a family needs to survive and to begin rebuilding their lives after losing their homes and belongings.

ShelterBox has shipped over 100,000 of these boxes to people in 240 disaster areas in 90 countries, helping more than one million people. The latest deployments include shipments of ShelterBoxes to people in Malawi displaced by flooding as well as those who were affected by the 2015 earthquake in Nepal.

June 21, 2016

Helpful Tips to Become a Better Mountain Biker

Mountain Biking pic

Mountain Biking

Keefe Gorman is currently working as managing director of investments at Merrill Lynch. He graduated in 1984 as a Vilas Scholar from St. Lawrence University with a bachelor of arts in economics. For hobbies, Keefe Gorman of Merrill Lynch enjoys wakeboarding, motorcycles, water skiing, and mountain biking.

A few tips will help someone become a better mountain biker. When riding through corners, down rock faces, and up steep inclines, it’s crucial to move on the bike. While climbing, shift body weight forward. Shift all weight back while descending to keep balanced and to avoid being pitched over the handlebars. Also, rather than slamming on the brakes, feather them. This technique helps control speed while riding the trail and will allow for more effective stopping.

In addition, which bike one chooses is important. Often times, a bike is purchased because of the brand and specifications. However, what is most vital is to purchase the right bike for someone’s body size and skill level. It’s important for someone to know how they ride now and how they want to start riding in the future. A specialty retailer can help find a bike that is a perfect match for someone’s style as well as to the terrain where someone lives.

May 11, 2016

The Song Mountain Race Team – Creating Great Skiers

Song Mountain Race Team pic

Song Mountain Race Team

Keefe Gorman serves as managing director of investments for Merrill Lynch in New York. In addition to his work with Merrill Lynch, Keefe Gorman is an avid skier and a member of the Song Mountain Race Team.

The Song Mountain Race Team is a nonprofit organization that develops alpine ski racers. Working in conjunction with the Central New York Ski Racing Foundation, or CNYSRF, the organization prepares athletes for success by focusing on several key areas. First, it concentrates on the athletes’ physical and technical abilities to give them the stamina and skills to race. The Song Mountain Race Team also focuses on the mental side of competition, knowing that world-class athletes must prepare their minds as well.

Children between the ages of 5 and 12 can join the Racing Rabbits & Coyotes team, which places a strong emphasis on fun. This team gives children an introduction to ski racing, with 50 hours of training and the chance to participate in real timed competitions. Older children can join a more intensive racing team, which trains four days a week and competes locally and throughout the state.

April 25, 2016

Leukemia and Lymphoma Society – The Therapy Acceleration Program

Leukemia and Lymphoma Society pic

Leukemia and Lymphoma Society

Keefe Gorman, a wealth management advisor with nearly 30 years of experience, serves as the managing director of investments at Merrill Lynch in Ithaca, New York. In addition to his role at Merrill Lynch, Keefe Gorman supports a number of nonprofit organizations including the Leukemia and Lymphoma Society (LLS).

The Therapy Acceleration Program (TAP) created by the LLS provides funding for research projects exploring new discoveries in the field of blood cancer treatment, diagnosis, and care. TAP is made up of three divisions that award grants to different research approaches.

-The Academic Concierge Division provides support to academic institutions undertaking cancer research. Current projects include a study with Johns Hopkins University to determine if immune system alteration can help patients with multiple myeloma.

-The Biotechnology Accelerator Division supports companies in various stages of developing new cancer treatment options. The division is funding a clinical study of a new treatment for elderly patients with leukemia.

-The Clinical Trials Division helps pair patients with relevant clinical trials. With growing enrollment around the country, more patients are able to participate in these studies. The division works with 11 institutions across the United States.

March 30, 2016

Inside Barron’s America’s Top Advisor Rankings

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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