The GWC Group

The GWC Group

Global Wealth Management

Suite 300
MI  49685-1340

Directions to Branch
Phone: (231) 922-0707



(231) 922-3333 Sr Resident Director
(231) 922-3342 Senior Financial Advisor
(231) 922-3334 Financial Advisor
(231) 922-6816 Registered RD Assistant

Professional Profile

The GWC Group, with over eighty-five years of combined financial services experience, addresses the wealth management needs of affluent families, business owners, endowments and non-profit institutions. We offer the personalized attention of a boutique investment advisor, while working with a team of specialists to assist clients in every aspect of a multi-generational wealth cycle process. Our practice strives to build long-term relationships with clients by taking a tailored approach, allowing clients the comfort of knowing they own a portfolio of diversified, high-quality assets with trusted advisors at their side.

Utilizing the global resources of Merrill Lynch, The GWC Group employs a focused, high-quality, diversified endowment-style asset allocation approach to portfolio construction. We use a blended model, combining individually purchased equities and bonds, while further diversifying by employing money managers in their areas of expertise such as international, alternative investments, real assets and small company investments. By adopting the tenants of modern portfolio theory, the GWC Group strives to limit portfolio volatility by focusing on each securities impact on overall portfolios risk and return. Also, when suitable, The GWC Group will utilize annuities and structured investments to enhance income, diversification and minimized downside risk.

Senior Resident Director/Vice President
Senior Financial Advisor
Bill has been in the financial services industry since 1986 and joined Merrill Lynch in 1997. His focus is on developing strategies and solutions for high net worth individuals, their families, and their businesses. Bill's approach to wealth management is consultative, objective, and committed to excellence. First, he takes time to listen to and review a client's financial situations, preferences, and goals. Next, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. Lastly, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.

Bill is a graduate of Hillsdale College and is active with his varsity alumni association there. In addition, he serves the community through volunteer work on behalf of the Carmelite Nuns, the YMCA, St. Joseph's Parish Development Committee, as well as coaching high school lacrosse each spring. Bill and his wife, Shelley, reside on Old Mission Peninsula with their four children.

Senior Financial Advisor/Assistant Vice President
Kathleen is an Assistant Vice President and Senior Financial Advisor based in Traverse City, Michigan. She has been with Merrill Lynch for over 35 years. Her focus is on developing strategies and solutions for high net worth individuals and their families to help them meet their short and long term financial goals. This includes investment planning, insurance and banking services.

A life long Michigan resident, she has been in the Traverse City since 2000. As an active member of the community, she serves on the boards of the Traverse City Sunrise Rotary Club and Zonta Club of Leelanau County.

Financial Advisors
Adam has worked in the financial services industry since 2005 and joined Merrill Lynch in Traverse City in 2012 after a five-year tenure with a private investment advisory firm. He has extensive experience in individual security selection and focuses on developing customized investment portfolios for affluent families and non-profit institutions. Adam utilizes his investment experience to tailor customized endowment-like portfolios for clients focused on the long-term. His approach distinguishes itself as lower cost for most investors by owning high-quality, primarily individually purchased securities. He provides first-class service to clients looking to preserve wealth while giving back to those charities they care most about.

Adam is a 2005 graduate of Coastal Carolina University, with a Bachelors of Science in Corporate Finance. He remains active at the school as he currently serves on the Wall College of Business finance department advisory board. He and his wife, Lauren, live in Traverse City, Michigan, with their two children.

Registered RD Assistant
Kathy has worked in the Financial Services Industry since 1992 and joined Merrill Lynch with Bill Grombala in 1997. During her tenure in the business, she has secured Series 7, 63 and 66 licensing. Kathy is dedicated to providing the optimal service experience to all clients she assists. Following through to completion and going the extra mile, are essential to her work. Becoming well acquainted with clients along the way is not only beneficial to our practice, but enjoyable for Kathy as well.

Michigan is Kathy’s home state, having moved from Petoskey to Traverse City in the late 70’s. Kathy and her husband have two daughters and an adored granddaughter. Along with being involved in her faith community, she enjoys time spent with family, gardening and cooking.

Adam Creighton is registered to do business in:AZ, CA, CO, FL, GA, HI, IL, IN, KY, MD, MI, NC, NY, OH, OR, SC, TX, VA, WA, WI

William J Grombala is registered to do business in:AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Kathleen M Wing is registered to do business in:AZ, CA, CO, FL, GA, HI, IL, IN, KY, MD, MI, NC, NY, OH, OR, TX, VA, WA, WI

For questions regarding registration information please contact your Financial Advisor.
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