the adamchak, ponsler, bordes group
TRANSCRIPT
Helping you Achieve LifeSM
1401 Manatee Ave WBradenton, FL 34205
941-741-2401866-250-5272 (toll free)
941-256-0791 (fax)
1819 Main StreetSarasota, FL 34236
941-364-5617800-937-0837 (toll free)
941-256-0846 (fax)
The Adamchak, Ponsler, Bordes Group
Merrill Lynch
Bradenton Sarasota
The Adamchak, Ponsler Bordes Group
Our Mission
“Our mission is to operate a wealth
management practice,
focusing on family wealth needs.”
Our Commitment
As dedicated professionals we endeavor
to provide the highest level of
comprehensive wealth management and
personalized service, to a select
group of high-net-worth clients who
trust and like us. We will pursue our
clients’ goals and dreams with the same
vigor as we do our own.
Financial Advisors
Client Associate
Joseph M. Adamchak, CFMFinancial AdvisorResident Director
Portfolio Manager PIA Program
Joseph M. Adamchak, VP , CFMSr. Financial Advisor
Resident DirectorPortfolio Manager PIA Program
Mary Erin McGloin
Steven F. Bordes, CFM, CRPSSr. Financial Advisor
Gene A. Ponsler, VP, CFMSr. Financial Advisor
Portfolio Manager PIA Program
Client Associate
Pam Curwood
Client Associate
Lisa Fleming
Our Team
Advisor Bio’s
Joseph M. Adamchak – Vice President, Resident Manager, CFM
Joe Adamchak is Resident Director, Vice President, and Certified Financial Manager with 26 years of experience within the Financial Services Industry. Joe is a graduate of the University of South Florida, in Tampa and has held various positions within management. Joe was Florida District Administrative Manager of the year and a President's Award recipient in 2001. In 2005 and 2006, Joe became a member of the Chairman's Recognition Club.
Steven F. Bordes – Sr. Financial Advisor, CFM, CRPS
Steven Bordes is a Sr. Financial Advisor and Chartered Retirement Plans Specialist with 7 years experience in the Financial Services industry. Steven was a Financial Analyst for 13 years in Washington, D.C. In 2002 he relocated to Lakewood Ranch, FL. Steven joined Merrill Lynch in March 2004. He is very active in the community through several non-profit organizations. Steven received his MBA in Business Administration from Strayer University in Washington, D.C. and his BBA in Business Administration from Averett University in Vienna, Virginia.
Gene A. Ponsler – Vice President, Sr. Financial Advisor, CFM
Gene Ponsler is a Vice President and Certified Financial Manager with 12 years of experience within the Financial Services Industry. After Military Service Gene was a local Business owner for 25 years and joined Merrill Lynch in 1999. Gene received his is a MBA in Business Administration from the University of South Florida, in Tampa and his BS in Business Management from Florida Southern College. In 2001, 2002, 2003, and 2004 Gene became a member of the Chairman's Recognition Club.
Group Members
Joseph M. Adamchak Gene A. Ponsler Steven F. Bordes Sr. Financial Advisor Sr. Financial Advisor Sr. Financial AdvisorResident Director Portfolio Manager PIA Program (941) 741-2442Portfolio Manager PIA Program (941) 364-5617(941) 741-2401 [email protected] [email protected][email protected]
Our contact information:
Mary Erin McGloin Pam Curwood Lisa FlemingClient Associate Client Associate Client Associate(941) 741-2416 (941) 364-5648 (941) [email protected] [email protected] [email protected]
What Differentiates Us?
The Adamchak, Ponsler, Bordes Group has over 45 years of combined experience in the Financial Services field.
PIA qualified advisors provide a discretionary investment platform that empowers you to delegate the day-to-day management of your portfolio to your Merrill Lynch Financial Advisors, who implement and manage a comprehensive investment solution personalized to your unique needs and goals.
Local Offices in Bradenton & Sarasota provides us the ability to provide personalized service in a convenient location
Our Disciplined Wealth Management Process
Our strategies focus on your needs for wealth preservation, wealth transfer, and income generation.
We specialize in providing strategic solutions to wealth management designed to achieve our client’s vision of the lifestyle they earned.
We base our Disciplined Wealth Management Process on six very important financial principles:
Financial Guidance Legacy Implementation
Estate Coordination Retirement Planning
Tax and Liability Strategies Cash Flow Analysis
The Adamchak, Ponsler, Bordes
Group
You
We will work with your other professional advisors, including:
AttorneysResponsible for preparing wills, powers of attorney and trust documents, and providing estate planning and tax advice.
AccountantsResponsible for preparing individual and corporate annual tax returns, as well as providing audit specialization and tax planning advice.
Business Insurance ProfessionalsResponsible for assisting business owners with insuring their largest single asset, as well as acquiring life, health and disability coverage.
The Adamchak, Ponsler, Bordes Group Will Form A Strategic Relationship With Your Other Advisors
Strategic Approach
The Adamchak, Ponsler,
Bordes Group
The essence of our practice, and what makes us different, is that together we have developed a very structured and disciplined approach to investing.
Create trust and gain understanding of clients life goals
Written investment policy
Customized & complex investment solutions
Systematic and in-depth review of each client’s portfolio
Rebalance portfolio as conditions warrant
Review cycle is recreated annually
Our Investment Practice
What Can You Expect From Us?
Consistent Delivery of Client Expectations
Repeatable, quality experience regardless of team member
Customized Solutions
Regular and predictable calls and visits
Focus on building trusting relationships with our clients through constant communication
Initial Steps
Meeting 1
Share and Learn BeliefsDetermine Synergy
Meeting 2Review Liabilities: AssetsReview Next Steps: Documents
Meeting 3Action Plan ReviewBegin Implementation
Meeting 4Value Client Service plan
Next Steps
Statements Estate
Investments Wills
Checking Estate Plan
Savings Trusts
Retirement Gifting Programs
401-K Insurance
Pension Life
TIA-CREFF Long-Term Care
Social Security Annuities
Prior Employment Statements Taxes
Liabilities Most Recent Tax Returns
Mortgages Education
Short-Term Debt Current Education Planning
Long-Term Debt
Our Dedication To You
• Client Dedication
Your interests come first. Your success determines our success.
• Personal Service
You are entitled to the personal advice and counsel of professional Wealth Management Advisors whose philosophy and style of doing business are compatible with your own.
• Comprehensive Advice
You benefit from a financial plan that identifies your long-term goals and provides a strategy for meeting them.
• Customized Recommendations
Our financial recommendations are consistent with your long-term goals, financial circumstances and risk tolerance.
• Full Disclosure
We inform you of the costs and benefits of doing business with Merrill Lynch.
• The Integrity Of Merrill Lynch
Our principles, financial strength, service quality and market leadership provide you with comfort and security through good times and bad.
© Merrill Lynch, Pierce, Fenner & Smith Incorporated.
Printed in the U.S.A. Member, Securities Investor Protection Corporation (SIPC).