Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Michael Hart is a Wealth Management Advisor and Portfolio Manager within the Global Wealth & Investment Management Division. 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 Lynch. A native of the Ocala area, he returned with his wife, Sarah and their three children Daniel, Robert and Elizabeth.
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-efficiency, 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 Lynch. 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 Lynch model portfolios, and third-party investment strategies.
*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
College for Financial Planning
University of Florida
Our experts examine the forces that are changing the world – and how they may impact your life
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.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.