Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Christopher Greco, a member of the Ballestero Group at the Merrill Morristown Complex since 2015, devotes his time to provide successful individuals, families, business owners, attorneys and medical professionals with disciplined investment advice and wealth preservation strategies.
Christopher’s process utilizes a holistic view to investments through understanding each client’s risk tolerance, time horizon and goals as a top priority in order to present clients with a personalized investment strategy. By gathering a clear understanding of each client’s investment personality, he then constructs a case-by-case portfolio scenario that provides clients with a picture of where they stand financially. Through the use of Merrill model portfolios, third-party strategies and personal recommendations, he is able to construct a plan designed to preserve and grow client’s assets.
Christopher is an alumni of Roger Williams University where he earned a B.S. in Finance and a degree in Economics. He spent time abroad at the University of Westminster in London, England where he earned a degree in International Studies.
He currently resides in East Hanover, New Jersey. He holds the Series 7 and 66 FINRA registrations.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Roger Williams University
Seton Hall Preparatory School
University of Westminster
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.
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
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
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.