Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Michael is a managing partner of Hart, Greiner & Associates within Merrill Lynch Wealth Management at the Ocala, FL office. His focus is on developing strategies and providing advice for individuals, their families and their businesses by understanding their short- and long-term financial objectives. He conducts regular reviews to track each client’s progress toward reaching their goals, while adapting strategies, if needed, as their life changes.
Michael's approach to investing is grounded in an understanding of you. It all begins with a conversation. He takes the time to get to know you -- your kids' names, how hard you worked to get where you are and how you define success. He'll work together with you to understand your investment personality, prioritize your goals and build a financial strategy that reflects your needs. He believes investors can benefit from our advice, access to the investment insights offered by Merrill, trust and fiduciary services from Bank of America Private Bank(formerly US Trust), and the banking convenience of Bank of America. When it comes to your success, there's only one financial strategy that really matters -- yours.
Michael obtained his Bachelor's degree in Economics from the University of Florida in 1991. He's advanced his education by obtaining the CERTIFIED FINANCIAL PLANNER™ certification; a designation awarded by the Certified Financial Planner Board of Standards, Inc. Further, he is a Chartered Retirement Planning Counselor designee, a registered service mark of the College for Financial Planning®.
A native of Ocala, Michael enjoys supporting the community and local organizations. He has served on the board of United Way of Marion County for the past 7 years, including a two year term as Board Chair. He currently resides in Ocala with his wife, Jamie, and their four children: Bryce, Garrett, Alex and Jillian.
University of 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.
Bank of America, N.A.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
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
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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.