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Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Gregory L. Wyman, CPFA® is a Vice President, Senior Financial Advisor, Portfolio Manager, and Retirement Benefits Consultant with Pearce, Wyman, Dapic and Moore Wealth Management at Merrill Lynch Wealth Management. Greg works closely with affluent families around the country helping them unwind the complexities that substantial wealth can pose. He is skilled in helping clients navigate the decision points that can accompany financial success, walking with them as a confidante, a committed advisor, and a reliable member of their inner circle. Greg believes his team excels in restoring time to a very busy clientele, allowing them to focus on their families, careers, and personal passions.
Within the team, Greg is responsible for building relationships with new and existing clients. He listens attentively to the distinctive circumstances of each person or family so that he can better design a path to their interests and ambitions. Clients, he believes, look to him for discreet guidance and his ability to oversee intricate initiatives from beginning to end.
Greg has earned national accolades as a member of Pearce, Wyman, Dapic and Moore Wealth Management:
• Forbes "Best-in-State Wealth Management Teams" list 2023 (Published on January 12, 2023. Rankings based on data as of March 31, 2022).
A member of Merrill Lynch Wealth Management since 2011, Greg is proud of the close-knit nature of his team and their shared commitment to client well-being. He played football and baseball at Union College before finishing his Bachelor’s Degree from Boston University. He stays active with his alma mater through the Boston University Alumni Association. Greg is a golf enthusiast and an active member of the ‘Zamily’ for the Zac Brown Band. Greg and his wife Samantha live in the North End of Boston with their daughters Sadie, Skylar, and Charlotte.
Boston University
Fairfield University
The Brunswick School
Union College
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.
Wealth Management Banking Specialist
Merrill
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #484187
Wealth Strategist
Merrill
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