Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Gregory C. Pittman
First Vice President
Senior Financial Advisor
Greg is dedicated to advising clients on investment strategies that are suitable for attaining their long-term goals. He takes the time to listen to each client and strives to provide outstanding service and guidance, while building enduring relationships.
The breadth of Merrill Lynch’s global resources, coupled with Greg’s many years of wealth management experience, provides clients with the resources they need. Whether the focus is wealth accumulation, wealth preservation,or income, there is a strategy available to properly manage each client’s portfolio.
Greg graduated from Auburn University and also earned an MBA with Beta Gamma Sigma honors from AUM. He has been providing financial advice and wealth management services to his clients since 1991.
Greg currently serves in the following capacities: Jimmy Hitchcock YMCA Memorial Award Board Member, First Baptist Church, among others.
Greg is married to Rebekah Boroughs Pittman and they have three children; Mary Ann, Emma and Luke.
Registered Client Associate Stephanie Whorf has over 10 years of experience in the financial industry and is dedicated to providing excellent service for our clients.
Auburn University at Montgomery
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Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.