GBSDC & Associates

Wealth Management

1190 West Marion Avenue
Suite 1
Punta Gorda, FL 33950

Phone: 941.637.4331

Directions To Branch

Download Our Brochure

1819 Main Street
Floor 12
Sarasota, FL 34236

Phone: 941.364.5649
Toll Free: 800.307.9055

Directions To Branch


Welcome

Helping You Understand the New World of Wealth

Our team offers advice and guidance designed to help you better manage your wealth and to provide a platform for the generations that follow. Our team has experience recommending and implementing risk management strategies designed for your level of wealth. We offer a menu of services targeting your particular needs, such as cash management, tuition funding and retirement planning services. Through Bank of America we can also provide access to assistance with loan management. Our goal is to have all key aspects of your financial life properly managed and working in concert. We help you make changes today to better position your wealth for tomorrow.

Our Approach

Tailoring Strategies Just for You

Our wealth management process can encompass your financial life, and we will strive to help you understand how to make your income and assets work more efficiently. Our in-depth analysis is designed to understand and, if necessary, help adjust your wealth outlook to give you more clarity and control.

Our investment approach is driven by your goals and what you want to do with your wealth. We evaluate and recommend investments that we believe will enhance your portfolio over time and that fit within your risk tolerance, time horizon, liquidity needs and objectives.

In tailoring investment recommendations, we work with you to develop clear investment guidelines, risk management guidelines and realistic portfolio performance targets.

Your Individualized Strategy

Helping You Develop a Prudent Investment Strategy

With you we can help create a customized, risk-appropriate wealth and investment strategy designed for your specific wealth goals. You will find our team is adept at reviewing your present situation and helping develop strategies and ideas for the way you live now. Maintaining sustainable affluence is one of the main goals of our wealth management approach. We pride ourselves on being guided by what's appropriate for you.

Our Expansive Capabilities

Servicing Many Different Needs

Our approach is designed to help enable affluent families, wealthy retirees, business owners and executives to handle the out-of-the-ordinary challenges that come with preserving and growing substantial wealth. By providing access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, GBSDC & Associates can offer you the advice and guidance and services you need.

We can work closely with your other professional advisors, including accountants, lawyers, insurance agents and business managers. Our team also offers you access to Bank of America wealth management bankers and other internal specialists to help handle particular needs.

GBSDC & Associates intends for clients to enjoy our transparency and see our candor as exemplary of how much we truly care about clients' lives and goals. We believe that clients recognize our integrity and character.

"We strive to incorporate energy and ambition into the work we do with you. We think you'll find our most important contribution to you and your family is our insight into the goals and objectives you value most."

--GBSDC & Associates

Meet the Team

At GBSDC & Associates, our mission is to be widely recognized as the team for significant wealth management throughout southwest Florida. The training, talent and enthusiasm of our professionals, allow us to handle a wide range of situations, challenges and possibilities. Each member brings complementary skills, which together create a foundation of experience, knowledge and action.

  • View H. Michael Garcia's Profile

    H. Michael Garcia

    Senior Vice President–Wealth Management
    Senior Financial Advisor
    Senior Portfolio Manager

    View Profile

  • View Roy Borrego's Profile

    Roy Borrego

    Senior Vice President–Wealth Management
    Senior Financial Advisor

    View Profile

  • View Eric P. Schultz's Profile

    Eric P. Schultz

    Senior Vice President–Wealth Management
    Senior Consultant

    View Profile

  • View H. Michael Garcia's Profile

    Robert Dwyer, CPWA®

    Senior Vice President–Wealth Management
    Wealth Management Advisor

    View Profile

  • View Dominic J. Casanueva's Profile

    Dominic J. Casanueva, CFA®, CRPS®

    First Vice President–Wealth Management
    Senior Financial Advisor
    Senior Portfolio Manager

    View Profile

  • View Guy Allen's Profile

    Guy Allen

    Financial Advisor

    View Profile

  • View Melinda Diedrick's Profile

    Melinda Diedrick, CRPS®

    Registered Client Associate

    View Profile

  • View Carlos Candales's Profile

    Carlos Candales

    Registered Senior Client Associate

    View Profile

  • View Suzanne Jane Kingsbury's Profile

    Suzanne Jane Kingsbury

    Registered Senior Client Associate

    View Profile

  • View Jennifer A. Wilson's Profile

    Jennifer A. Wilson

    Registered Client Associate

    View Profile

Loading Map...

H Garcia is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VA, WA, WI

Roy Borrego is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VA, WA, WI

Robert W. Dwyer is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VA, WA, WI

Dominic J. Casanueva is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VA, WA, WI

Guy Allen is registered to do business in:FL, GA, MD, ME, NC, NY, TX

For questions regarding registration information please contact your Financial Advisor.
26490234 (JCA*******803)