Registered Senior Client Associate

Gina began her career at Merrill in 1988 and joined the team with Terry and Ryan in 1998. An efficient problem solver, she handles new account processing and operations among other duties. As a fully licensed and registered associate, Gina helps facilitate trades and the transfer of securities. Dedicated, friendly and caring, Gina enjoys building enduring relationships with clients and their extended families. She takes a proactive approach and responds to our clients’ questions and needs with passion and enthusiasm.

Gina is a Madison native. She earned her Bachelor’s degree in Spanish and InterAmerican Studies from Trinity University in San Antonio, Texas. Her first position in the financial world was working with a commodities broker and Latin American clients. She holds FINRA Series 7, 63 and 65 registrations. In 2022, she attained the Wealth Management Associate, Assistant Vice President designation.

Gina and her husband, Matthew, live in Westport. They enjoy downhill skiing in Montana and cycling. She loves dogs, is an avid reader and—if shopping were an Olympic sport, she’d be a gold medalist.

Gina served as a volunteer with the Patient Survivor Advocate Program. It is a UW Health Breast Cancer Service that matches newly diagnosed UW Health breast cancer patients with a trained volunteer who has had personal experience dealing with the challenges of breast cancer diagnosis and treatment.