Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Gregory joined Merrill in 2016 after starting his career at National Securities Corporation in Miami. Tenacious, empathetic, and highly accessible, he enjoys helping multi-generational families, small business owners, and wealthy individuals advance their financial objectives through a more purposeful and directed approach.
Committed to the unique circumstances of each relationship, Greg strives to develop long-term relationships that are based on understanding, accessibility, and an unwavering commitment to help clients actively pursue their financial goals. Taking a broad overview of clients’ lives, Greg concerns himself with all of their assets and liabilities. He can assist in managing both sides of their balance sheet and integrate the various components of their financial lives to function smoothly together.
Greg takes great satisfaction in his ability to assist the owners of small businesses address the unique challenges associated with owning, growing, and exiting a business. He can also provide professional oversight with respect to 401(k) plans, cash flow management, tax minimization strategies, banking and lending solutions, business succession, and legacy planning.
Greg is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and holds the Certified Plan Fiduciary Advisor (CPFA) designation. As a Retirement Accredited Financial Advisor, Greg is able to assist with the design and maintenance of employee benefit plans, providing plan sponsors with strategic investment guidance, asset liability modeling, and enhanced risk management. He also helps plan participants with financial education and wealth management.
A Florida native, Greg is an alumnus of Chaminade-Madonna College Preparatory School in Hollywood and earned his bachelor’s degree from the University of Central Florida. He is a committee member for the United Way of Broward County Nextgen United Board and a member of the Tower Club-Fort Lauderdale. An avid golfer and car enthusiast, Greg lives in Oakland Park, Florida with his girlfriend, Brittany, and their Miniature Australian Shepherd, Mindy. In his spare time, he also enjoys cycling, camping, and other outdoor activities.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
We aspire every day to honor Charles Merrill’s commitment to putting clients’ interests first. We also believe in giving back to the community. Through United Way of Broward, we work to help area citizens through education, health awareness, and financial stability services.
University of Central Florida
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
Employee Benefits Specialist
July 21st, 2020|2:00 PM - 2:30 PM EST
July 22nd, 2020|12:00 PM - 1:00 PM EST
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.