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The Adamchak, Ponsler, Bordes Group Merrill Lynch Bradenton Sarasota

1401 Manatee Ave W Bradenton, FL 34205 941-741-2401 866-250-5272 (toll free) 941-256-0791 (fax) 1819 Main Street Sarasota, FL 34236 941-364-5617 800-937-0837 (toll free) 941-256-0846 (fax)

Helping you Achieve LifeSM

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.

Our Team
Financial Advisors

Steven F. Bordes, CFM, CRPS Sr. Financial Advisor

Joseph M. Adamchak, VP , CFM Joseph M. Adamchak, CFM Sr. Financial Advisor Financial Advisor Resident Director Resident Director Portfolio Manager PIA Program Portfolio Manager PIA Program

Gene A. Ponsler, VP, CFM Sr. Financial Advisor Portfolio Manager PIA Program

Client Associate

Client Associate

Client Associate

Lisa Fleming

Mary Erin McGloin

Pam Curwood

Advisor Bios
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. 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. 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.

Group Members
Our contact information:
Joseph M. Adamchak Sr. Financial Advisor Resident Director Portfolio Manager PIA Program (941) 741-2401 joseph_adamchak@ml.com Mary Erin McGloin Client Associate (941) 741-2416 maryerin_mcgloin@ml.com Gene A. Ponsler Sr. Financial Advisor Portfolio Manager PIA Program (941) 364-5617 gene_ponsler@ml.com Steven F. Bordes Sr. Financial Advisor (941) 741-2442 steven_bordes@ml.com

Pam Curwood Client Associate (941) 364-5648 pamela_curwood@ml.com

Lisa Fleming Client Associate (941) 741-2423 lisa_fleming@ml.com

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 clients 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 Tax and Liability Strategies

Retirement Planning Cash Flow Analysis

The Adamchak, Ponsler, Bordes Group Will Form A Strategic Relationship With Your Other Advisors
The Adamchak, Ponsler, Bordes Group You

We will work with your other professional advisors, including:

Attorneys
Responsible for preparing wills, powers of attorney and trust documents, and providing estate planning and tax advice.

Accountants
Responsible for preparing individual and corporate annual tax returns, as well as providing audit specialization and tax planning advice.

Business Insurance Professionals


Responsible for assisting business owners with insuring their largest single asset, as well as acquiring life, health and disability coverage.

Strategic Approach

The Adamchak, Ponsler, Bordes Group

Our Investment Practice


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 clients portfolio


Rebalance portfolio as conditions warrant Review cycle is recreated annually

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 Beliefs Determine Synergy
Meeting 2 Review Liabilities: Assets Review Next Steps: Documents Meeting 3 Action Plan Review Begin Implementation Meeting 4 Value Client Service plan

Next Steps
Statements Investments Checking Savings Retirement 401-K Pension TIA-CREFF Social Security Prior Employment Statements Liabilities Mortgages Estate Wills Estate Plan Trusts Gifting Programs Insurance Life Long-Term Care Annuities Taxes Most Recent Tax Returns Education

Short-Term Debt Long-Term Debt

Current Education Planning

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).

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