H. Michael Garcia
Senior Vice President-Wealth Management
Senior Consultant
Mike has more than 25 years of financial services experience, joining Merrill Lynch in 1995. Using various wealth management strategies, Mike assists clients with the development of retirement planning strategies. Mike and his wife, Judy, live in the Kingsway Country Club community in Desoto County, Florida.
Roy Borrego
Senior Vice President–Wealth Management
Senior Financial Advisor
Roy has more than 22 years of financial services experience, joining Merrill Lynch in 1999. He works with multiple generations of high-net-worth families, and he assists with estate planning services, income management and retirement planning strategies. Roy earned his bachelor's degree in finance from the University of Florida and his MBA in finance from the University of South Florida. He is involved with several community organizations, including his serving as a trustee of the Southwest Florida Community Foundation and a board member of Young Life of Charlotte County. He and his wife, Karen, have three children, a daughter attending Nova Southeastern College of Osteopathic Medicine, a son attending the U.S. Naval Academy and a daughter attending University of South Florida. Roy and his family reside in Punta Gorda.
Eric P. Schultz
Senior Vice President–Wealth Management
Senior Consultant
Eric joined Merrill Lynch in 1999 and has 25 years of financial services experience. He focuses on working with individuals and high-net-worth families on customized wealth management strategies considering goals like wealth transfer, retirement planning services, and investment strategies. Eric graduated from Ball State University with a bachelor's degree in finance. He and his wife, Patricia, live in Sarasota.
Robert Dwyer, CPWA®
Senior Vice President–Wealth Management
Wealth Management Advisor
Rob has more than 20 years' experience in the financial industry, joining Merrill Lynch in 1996. He focuses on understanding the needs of clients, quantifying their objectives and creating strategies to help them pursue their financial goals. He advises high-net-worth clients on investment strategies, income management, retirement planning strategies and philanthropic efforts. Rob graduated from Excelsior College with a bachelor's degree in liberal arts. Rob holds the Chartered Private Wealth Advisor® (CPWA®) designation. He and his wife, Amy, live in Punta Gorda with their two children, Oceana and Colby.
Dominic J. Casanueva, CFA®, CRPS®
First Vice President–Wealth Management
Senior Financial Advisor
Senior Portfolio Manager
Dominic joined Merrill Lynch in 2007. He focuses on retirement planning strategies for businesses and individuals, and helps corporations develop 401(k) and retirement plans for their employees. He also works with individuals to help develop wealth management strategies, including investment advice and guidance, as well as wealth transfer strategies for multigenerational families. Dominic is a specially qualified senior portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Senior portfolio managers are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the firm's Investment Advisory Program, a senior portfolio manager may manage his strategies on a discretionary basis. After meeting certain additional requirements, a senior portfolio manager may use his own strategies to manage the assets of other Merrill Lynch advisors' clients. Dominic holds the Chartered Financial Analyst® (CFA®) and Chartered Retirement Plans SpecialistSM (CRPS®) designations.
In 2015, Dominic was named to the Financial Times "Top 401 Retirement Plan Advisors" list. He earned his bachelor's degrees in finance and political science and master's degree in finance from the University of Florida. He and his wife, Melissa, live in Lakewood Ranch.
Guy Allen
Financial Advisor
Guy joined Merrill Lynch in 2011 and brings to the team more than 20 years of experience working with nonprofit charitable organizations, as well as banking and investments. He focuses on helping develop investment strategies with clients, based on their priorities and goals. Guy earned a bachelor's degree from Toccoa Falls College, in Toccoa Falls, Georgia. He and his wife, Darcie, have three children and currently reside in Port Charlotte.
Calla Gorman
Financial Advisor
Calla joined GBSDC & Associates in 2014. Her primary focus on the team is work with corporate retirement plans, including 401k, defined benefit plans and pension plans. Calla also works on the team as a client relationship manager with individuals and families to help them pursue their retirement goals. She earned a bachelor's degree in business management with a minor in economics from Florida Atlantic University, in Boca Raton, Florida. Calla currently resides in Sarasota.
Carlos Candales
Registered Senior Client Associate
Carlos has been with Merrill Lynch for more than 18 years, joining the Punta Gorda office in 2003. Previously, he worked in the Miami office for 10 years. Carlos is the individual for difficult and highly specific problem-solving situations. He is a PADI master scuba-diving instructor, and was born in Havana, Cuba. He and his wife, Kathleen, live in Port Charlotte with their children, Katrina and Christopher.
Suzanne Jane Kingsbury
Registered Senior Client Associate
Suzanne joined Merrill Lynch in 1999 and has 24 years of financial services experience. She focuses in handling the administrative needs of clients and assisting the financial advisors with execution of trust administration services, as well as other client strategies. Suzanne handles a wide variety of service requests while offering the highest possible client support. She earned her bachelor's degree from Stetson University, in DeLand, Florida, and her MBA in business from the University of Miami. She also attended the University of Southwest Florida's Trust School and Graduate Trust School, completing both programs sponsored by the Florida Bankers Association. Suzanne resides in Arcadia.
Jennifer A. Wilson
Registered Client Associate
Jennifer has worked in the financial services industry since 2007, joining Merrill Lynch in 2011. She earned a bachelor's degree in education from Gwynedd-Mercy College, in Gwynedd Valley, Pennsylvania. Capitalizing on her previous experience in the banking industry, Jennifer focuses on administrative duties while offering excellent client service. She currently resides in Punta Gorda.