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Texas Guardianship Association Partners

Texas Guardianship Association Organizational Partner

Check the TGA Event Calendar for Upcoming Educational Webinars and Networking Events.

Merrill Lynch Wealth Management

Located in multiple offices throughout California, we are a deeply experienced team dedicated to improving the long-term well-being of society’s most vulnerable: people with disabilities, elderly individuals with dementia, accident victims, and other special-needs populations by offering financial advice and guidance.
We are a dedicated group of financial advisors and client associates who work closely with other special-needs professionals and family members to improve the long-term well-being of individuals who are unable to care for themselves. Our work is more than a profession — it’s a passion. For decades we have focused on providing financial strategies to address the challenges and issues that you and your clients face.

We understand the implications of the Uniform Prudent Investment Act, California Probate Code, California Rules of the Court and National Guardianship Standards. We help professional advisors and family members institute investment standards through process-oriented investing that is well documented, regularly revisited, and clearly communicated.

Speak to us for a few minutes, and you may quickly perceive how we can help alleviate some key financial challenges that special-needs clients—and their support network—face. We have extensive experience collaborating with Private Professional Fiduciaries, Corporate Trustees, Estate Planning Attorneys, and Personal Injury Attorneys.

Texas Guardianship Association Technical Partner

Check the TGA Event Calendar for Upcoming Educational Webinars and Networking Events.

Colonial Surety Company is a leading, national, direct seller and writer of surety bonds, fidelity bonds and insurance products for a wide range of professionals and industries. Founded in 1930, we proudly use our experience—plus technology—to give busy people and businesses easy, direct and digital access to our growing portfolio of bond and insurance products. Insurtech? That’s Colonial. One size does not fit all—that’s why Colonial also excels at packaging products with value-added business services for market niches, such as contractors, attorneys and retirement plan sponsors and pension professionals. Of course, we arm agents with products for their clients too.  Powered and driven by our proprietary, scalable technology, Colonial proudly delivers user experiences that keep all of our customers moving. For example, our unique I-Bond® portfolio makes thousands of license bonds instantly and directly available to professionals across industries. We are treasury listed, licensed and admitted in all of the United States, and rated A Excellent by AM Best Company.
Michael J. Bonfante, Business Development Manager,
Colonial Surety Company

As Business Development Manager for Colonial, Michael is charged with the ERISA and Commercial Surety marketplace. He builds long-lasting relationships with Pension Professionals, Professional Fiduciaries, Guardians and Attorneys. Michael is accountable for all client accounts across the U.S., and works to ensure client compliance on behalf of Colonial with current Court Bonding requirements and Department of Labor ERISA Regulations.