Gentry Anderson

Background

About Gentry Anderson

I have served as a strategic wealth resource for my business, corporate, and individual clients through a proven process of comprehensive planning over 15 years. My team and I help clients navigate their financial lives through optimizing investment strategies, in depth retirement analysis, selling/purchasing a medical/dental practice, life events that cause loss, and estate/ legacy planning services. My partners include commercial banking and lending partners, professional practice solutions group, as well as trust and estate officers. We provide a personalized approach to solving complex issues in a tax favorable manner. Banking and Lending Services provided through Bank of America, N.A. Our broad array of services are integrated into the financial and wealth management strategies. As a father of a child with 'Special Needs', I understand the challenges of getting 'beyond one day at a time'. I have also served the special needs community by empowering families and professionals who serve those impacted by the challenges of having a loved one with special needs. I have served as a seminar speaker to multiple school districts throughout Texas, civic service and support groups, as well as Professional Associations. Financial practice areas of concentration include, but are not limited to: •Personal Needs Analysis (Retirement, Investments, Insurance) •Business Planning (Succession, Executive Benefits, Practice Solutions, Buy-Sell Funding) •Special Needs Planning (Planning for Loved Ones with Disabilities) •Estate Planning Strategies (Wealth Preservation, Estate Preservation & Distribution) •Seminar Speaker (Educational) gentry.anderson@ml.com (281)866-6365 Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult legal and/or tax advisors before making any financial decisions.