Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Gregory V. Katulka, CFP®
Senior Vice President
Wealth Management Advisor
Greg has been a financial advisor for over 20 years, joining Merrill Lynch in 2010. He began his career with Morgan Stanley in Atlanta. Greg is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He currently holds the Series 7, 9, 10, 31, 63 & 65 FINRA registrations. Greg is a graduate of Georgia State University in Atlanta where he earned a bachelor’s degree in education/exercise science.
Greg is passionate about serving the children of his community. He serves as board member and Past Chief Volunteer Officer for the Boys & Girls Clubs of Lanier. For his work with the Boys & Girls Clubs, Greg was named as a finalist for the Volunteer of the Year Award by the Invest in Others Charitable Foundation in 2015. Under Greg’s leadership as Board Chair, the Boys of Girls Clubs of Lanier was named as the top performing board in 2014 for the state of Georgia and the southeastern United States by the Boys & Girls Clubs of America. Greg served as an advisory board member for Sugar Hill Christian Academy for over 6 years. Greg played 2 years of college baseball and has coached youth baseball for several years. Greg is a graduate of Leadership Hall County.
Greg has been married to his wife, Sandy, for 22 years and they have 3 children: Christian, Nicholas and Carly. When not spending time with family or following baseball, Greg enjoys golf, fly fishing and cooking.
Our Relationship with You
We provide customized wealth management in the context of a long-term relationship with you. Through our experience, we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where I can help you achieve your financial and lifestyle goals.
Keys to a Successful Relationship: What You Can Expect
You can expect that I will consistently and responsibly perform all services related to the provision, review and regular monitoring of the wealth management strategies we implement on your behalf.
I will always:
Strive to acquire and maintain a thorough understanding of your financial goals.
Update your current financial information on a regular basis.
Carefully assess and monitor your investment risk and time frame.
Explain the implications of all recommended wealth management strategies and gladly answer any questions you may have.
Update you as and when appropriate by email, mail and phone.
Meet with you regularly to review your wealth management plan.
Act as your primary financial advisor, coordinating the efforts of other related professionals as and when required.
Treat you with utmost respect and professionalism.
Keys to a Successful Relationship: What I Can Expect
I’ve learned through experience that effective communication and mutual respect are essential to a long-term relationship. A few other criteria which help define our success include:
Your commitment to me as your financial advisor
Your trust in my abilities to provide you with recommendations and advice
Your complete disclosure about what matters to you most
I need you to know that my recommendations are always based on helping you achieve your financial and lifestyle goals. It is important you understand that all wealth management advice will be based on the information you provide to me. Therefore, in order for me to offer recommendations and advice best suited to you, I need you to fully participate in the wealth management process with me.
Keys to a Successful Relationship: Mutual Responsibilities
Having a solid relationship is essential to effective wealth management. To this end, we both need to make your financial strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. And we will agree to take the time to regularly review your wealth management plan.
We will always work together in the spirit of mutual trust, respect, and understanding.
* Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Georgia State University
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Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.