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Hart, Greiner & Associates

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Merrill Lynch
Wealth Management

Hart, Greiner & Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Jeffrey D Hart

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Michael B Greiner

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Michael J. Hart

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

David M Haslam

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Kyle C Landmann

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Click here to learn more about advisor recognitions

Meet the Team

Supported by the global resources of Merrill, our 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.

Daniela Nunez

Wealth Management Banking Specialist

Merrill

Allison Mulgrew

Wealth Strategist

Merrill

Julie White

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #518440

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

As Merrill financial advisors, we offer advice and guidance to help successful individuals and families pursue their financial goals. Our financial planning approach places you at the center of our focus, and your priorities, risk tolerance, time horizon, liquidity needs, and personal and professional financial goals. From there, we work with you to develop a personalized plan. Over time, we’ll meet with you to track progress and make adjustments, as needed.

Philosophy

We 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. Calculating how to manage 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? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Approach

An effective approach to wealth management requires working closely with you to help identify and define your goals. The process begins by understanding what matters most to you. We help create a financial strategy to pursue your goals that reflects your investment style and is built around your life plan.

Whether you are focused on growing, preserving or transferring wealth the team is committed to helping you address your financial goals at every stage of your life.

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Our Digital Capabilities

Enjoy convenient, secure account access with MyMerrill®

MyMerrill is the online destination for Merrill clients and it has been designed to strengthen the advisory relationship with our clients.  It is available on Android, iPad and iPhone mobile devices, so you can access our accounts where you want, when you want it.  We encourage you to learn more about its features by clicking on the following links:

MyMerrill Prospect Site  
MyMerrill Mobile App  
Mobile Check Deposit     
Authorize Account Access (aka 3rd Party Access)   

We also understand that engaging, interacting and communicating with your advisor is important.  Thanks to the features being offered on MyMerrill.com and the MyMerrill Mobile App, it has never been easier or more secure.  Please click on the following links to help you understand how they work. 

Secure Message Center  
e-Signature    

While living in a digital age has its advantages, it also comes with risks.  One of our priorities is keeping your personal information safe online.  Please read the attached brochures to learn more about the security features available to all of our clients.

Online Security Features   

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

  • 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

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

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.

    DigitalMerrill2.png 
    Transcript of Video

    #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 we can help you create a financial approach that reflects your personality. Only then can we 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.

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      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.