Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

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Profile

Paul Greyson is a Financial Advisor at Merrill who works with an exclusive group of Ultra-High-Net-Worth (UHNW) investors & investment managers.  Paul's experience with these two groups doesn't come from books but rather, from a lifetime of first-hand exposure to UHNW families and from his own experience as an independent investment manager.

Paul believes that all clients should be treated as if they are members of his own family.  Importantly, he understands the complex emotions intertwined with building significant wealth -- an understanding which can only be gained through experience.

Prior to joining Merrill, Paul launched and managed a small US Long/Short equity hedge fund and worked for Morgan Stanley as an Analyst.  He graduated from Northwestern University with a B.S. in Communications Studies. 

Outside of the office, Paul enjoys playing racquet sports, finding the best new restaurants in Miami, and collecting art.  He has been a member of The Institute of Contemporary Art (ICA) Miami's "Young Collector's Board" since 2023.

  • LANGUAGES

    English

  • EDUCATION

    Northwestern University

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.

Jason Albano

Wealth Strategies Advisor

Bank of America, N.A.

Jason E Haft

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1003107

Terri Giles

Wealth Management Banking Specialist

Merrill

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, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Goal-Oriented

Every successful person sets goals.  Step 1 is always understanding what yours are, what motivates you, and how you currently think about finances & investing.  Then, after knowing your desired destination, I work with a team of Firm specialists to put together a plan and bring best-in-class insights & potential solutions to you for review.  

During every analysis, I first put myself in your shoes and consider all potential proposals from your unique point of view and specific circumstances.  I then consider the proposals as if I am the client, and as if one of my immediate family members is the client because I believe that all clients deserve the same level of care: the highest level.

After implementation, we will conduct periodic reviews of our plan.  And when goals change, we change with them -- updating our plan to achieve them.

Approach

No two investment approaches are alike because no two investors are alike. Working closely with you the team examines key components of your life plan to help you create a financial strategy with personalized advice and measurable goals. The team helps you track progress to your goals and works with you to adjust your investment style and strategy over time, as needed.

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 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.

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.



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.



    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.

    #DigitalMerrill

    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.


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      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.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      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.