Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
Michael Hart is a Wealth Management Advisor and Portfolio Manager within Merrill Lynch Wealth Management. He is also the Resident Director of the Ocala, FL office and a managing partner of Hart, Greiner & Associates.
Background & Education:
Upon graduation from the University of Florida in June of 2006, Michael went to work for a Fortune 1000 Asset Management Firm as an Investment Advisor in Tampa, FL. His role with the firm included working with individuals and small businesses in building and managing their portfolios by assessing their investment objectives, risk tolerance, time horizon and/or unique circumstances. Once implemented, he would consistently work with clients to make sure the portfolio stayed aligned with their financial goal(s). Michael was also classified as a Subject Matter Expert; a responsibility which involved further educating clients and associates in areas related to overall financial, education and retirement planning. He remained with the same company until January of 2011, when he joined Merrill. A native of the Ocala area, he returned with his wife, Sarah and their four children Daniel, Robert, Elizabeth and Allison.
He's advanced his education by obtaining the CERTIFIED FINANCIAL PLANNER™ certification; a designation awarded by the Certified Financial Planner Board of Standards, Inc. and also completed a Master’s Degree from the College for Financial Planning. His specialization was in Personal Financial Planning. Further, he is a Chartered Retirement Planning Counselor℠ designee, a registered service mark of the College for Financial Planning.
We leverage this background and knowledge to help serve the financial needs of individuals, families, retirees, small businesses and foundations. Financial needs may include areas associated with investments, insurance, tax minimization strategies, retirement planning, employee benefits, liabilities management and estate planning services. Michael's goal is to provide the highest level of advice and guidance to clients by utilizing his education, experience and the extensive resources available through Merrill. By appointment, please feel welcome to come in and sit with Michael or a member of his team and outline your financial goals, determine what your portfolio is intended to do and review your financial situation; all with no cost or obligation.
Michael also enjoys supporting the community, local organizations and his Alma Maters. He is a current or past member of the Florida Sheriff’s Association, Florida Guardian ad Litem Foundation, University of Florida Alumni Association and served on the board for the Boys & Girls Club of Marion County. Currently, he serves as a member the Executive Committee for the College of Central Florida Foundation.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
College for Financial Planning
University of Florida
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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.
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We will work to help you stay on track, regardless of what the markets are doing.