Gavin Scott Barford

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2025 → 01/2026
  Wealthcare Inc.
  Cold Spring, MN
• 01/2024 → 12/2024
  Ave Maria University
  Ave Maria, FL
• 06/2023 → 08/2023
  Sacred Heart Catholic Church
  La Plata, MD
• 06/2022 → 08/2022
  St. John's Summer Camp
  Hollywood, MD
• 04/2022 → 06/2022
  The Tackle Box
  Lexington Park, MD
• 02/2016 → 07/2017
  Unemployed
  Leonardtown, MD
• 08/2022 → 12/2024
  Ave Maria University
  Ave Maria, FL
• 01/2025 → 01/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Myers, FL
• 06/2022 → 07/2022
  Anderson Family Enterprises, Llc Dba Anderson Law
  Hollywood, MD
• 08/2017 → 06/2021
  St Marys Ryken Inc
  Leonardtown, MD
• 08/2021 → 05/2022
  College Of Southern Maryland
  Leonardtown, MD
• 02/2026 → Present
  Bank Of America, N.A.
  Fort Myers, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-02-14