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Gregory T Gillis

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Profile

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.

 

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.

  • LANGUAGES

    English

  • EDUCATION

    University of Central Florida

Professional Staff

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.

Additional Resources

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.

Corey Bilbo

Corey Bilbo

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1392632

Loretta Conlin

Loretta Conlin

Wealth Management Banking Specialist

Merrill Lynch

Alexander Londono, CPFA®

Alexander Londono, CPFA®

Employee Benefits Specialist

Merrill Lynch

Upcoming Events

2020 Washington Update

October 21st, 2020|5:30 PM - 6:30 PM EST

Click Here for Details 

    For more information: 954.357.4508 or gregory.gillis@ml.com

    Raising Financially Aware Kids

    October 6th, 2020|6:00 PM - 7:00 PM EST

    Click Here for Details 

      For more information: 954.357.4508 or gregory.gillis@ml.com

      Past Events

      Panic Proofed: Navigating Difficult Times

      June 25th, 2020|12:00 PM - 1:00 PM EST

      Navigating Difficult Times Invitation.pdf

        Transforming World! The World After Covid

        July 8th, 2020|3:00 PM - 4:00 PM EST

        Transforming World_ Invitation.pdf

          Nutrition and Your Immune System

          July 16th, 2020|4:00 PM - 5:00 PM EST

          Nutrition and Your Immune System Invitation.pdf

            Where do we begin? It starts with you.

            At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

            Understanding Your Life

            Welcome

            My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

            Philosophy

            I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

            Approach

            I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

            Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

            Capabilities

            My  process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

            Focus On Individuals and Families

            I can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals.  So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I’ll start by getting to know you and how you feel about the following seven life priorities.:

            • Health: Managing healthcare expenses, now and in the future
            • Home: Upsizing, downsizing, remodeling or buying a vacation home
            • Family: Taking care of your family and other people in your life
            • Leisure: Spending your free time in meaningful ways
            • Giving: Volunteering, mentoring others and giving to charities
            • Work: Working in retirement, selling or starting a business
            • Finance: Bringing it all together and defining your financial goals

             

            Your approach to investing

            Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

            Understanding your goals and priorities

            Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

            Your Financial Approach

            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.

            FAMILY
            Taking care of your family and other people in your life
            • Trust & Estate Planning Services4
            • Education Funding1
            • Insurance3
            HEALTH
            Planning for healthcare expenses now and in the future
            • Long-term Care Insurance3
            • Health Savings Account2
            • Disability Insurance3
            HOME
            Upsizing, downsizing, remodeling or buying a vacation home
            • Home Loans2
            • Home Equity Lines of Credit2
            • Securities-Based Lending2
            • Credit Cards2
            WORK
            Working in retirement, selling or starting a business
            • Bank of America Business Banking2
            • Exchange Funds1
            • Concentrated Stock Management1
            • Succession Planning1
            LEISURE
            Spending your free time in meaningful ways
            • Credit Cards2
            • Securities-Based Lending2
            • Structured Lending2
            GIVING
            Volunteering, mentoring others and giving to charities
            • Donor-Advised Funds4
            • Private Foundations4
            • Charitable Trusts4
            FINANCE
            Using your finances to bring it all together
            • Merrill Investment Accounts1
            • Investment Advisory Accounts1
            • Alternative Investments1
            • Exchange-Traded Funds1
            • Mutual Funds1
            • Closed-end Funds1
            • Fixed Income Products1
            • Options1
            • Annuities3
            • Impact Portfolios1
            • Market-Linked Investments1
            • Securities-Based Lending2
            • Margin1
            • Home Loans2
            • Bank of America Checking and Savings Accounts2
            • Credit Cards2
            • Online Account Access1,2

            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.

            Staying on Track

            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.


            Periodic reviews to help you
            stay on track

            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.


              Monitoring changes in your life
              and to your goals

              Your life and goals change. As these changes occur, we can update your approach to reflect them.

              Wealth Management Your Way

              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

                Let’s Have a Conversation

                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.

                Why Merrill?

                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.


                Merrill_Capabilities_Brochure.png  

                We put you first, every day.
                Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

                Personalized advice from a dedicated financial advisor.

                We get to know you and your family, your financial situation and what matters most to you.

                A comprehensive approach, built around your life’s priorities.

                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.

                Adjusting your investment approach as your life and the markets change.

                We will work to help you stay on track, regardless of what the markets are doing.