Stephanie B. Greer began her career in the financial services industry in 1994 and has earned the Certified Private Wealth Advisor and Chartered Retirement Planning Counselor designations. As a Wealth Management Advisor she delivers a comprehensive approach to managing wealth and helps to ensure every strategy is grounded in understanding what each client wants to achieve. Stephanie combines her industry knowledge and capabilities with the global resources of Merrill to provide a full range of wealth management services to individuals, their families and their businesses. Her experience includes helping clients manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as providing access to Bank of America Private Bank for clients' trust and estate planning services needs as well as clients' credit and lending needs through Bank of America, N.A.  In addition, she works with clients' attorneys, accountants and other advisors to help coordinate their financial and legacy strategies. Stephanie is very active in the Scottsdale/Phoenix community. Currently, she is involved with a women led organization that is dedicated to historic preservation, promotes education for our youth and encourages community involvement to honor and support our veterans and military. Away from the office, she is an avid golfer, and enjoys hiking, and travel.

*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.

 

Tracy Martin is a Financial Advisor with Merrill Lynch Wealth Management. She offers a comprehensive approach to wealth management by addressing the sophisticated needs of her clients, focusing guidance in the areas of long-term financial strategies and wealth planning matters. With over two decades of experience, Tracy has developed keen insights into the complexities of wealth management. She integrates her clients' investments, income requirements and personal goals into one comprehensive plan.

Tracy joins The Greer Group to offer clients a boutique-like advisory environment and the distinctive services available at Merrill Lynch Wealth Management. Our group leverages the wide breadth of the firm's extensive resources, including portfolio construction, trust and estates capabilities, and lending and credit offerings to help her clients pursue their individualized financial goals. By partnering alongside clients’ CPA and other trusted consultants, the team works diligently to help ensure the totality of their clients' financial picture is considered. 

Prior to this, Tracy spent almost ten years at JPMorgan in the Private Bank and as a Private Client Advisor, and six years at The Ayco Company, a Goldman Sachs company providing comprehensive financial counseling to senior executives. She began her career in 2001 at First Investors Corporation.

Tracy lives in Phoenix with her husband and children.

*Credit and Lending Services are through Bank of America, N.A.

*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

Lorena Maldonado joined Merrill in 2016. Lorena is responsible for client account administration.  She utilizes her 20+ years of financial services industry experience to provide personalized, professional high level service.   Having served in various roles during her tenure with the firm, Lorena brings with her a broad knowledge of the many benefits Merrill has to offer our clients.  Lorena enjoys traveling, spending time with family, hiking and photography.