Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
THE WINEGAR/BERG TEAM
The team transitioned from Morgan Stanley to Merrill Lynch Wealth Management in July, 2005.
Who We Work With
We work with High-net-worth families, professionals, and business owners who seek wealth preservation strategies with a global perspective to their investment and risk management. As a client, you can expect proactive management similar to the service provided to institutions and endowments.
What We Offer
We implement modern portfolio theory to pursue returns while reducing volatility. We accomplish this with portfolio construction and rebalancing, regular reporting of results, wealth preservation and transfer strategies, and estate planning services. We utilize portfolio rebalancing and adjustments over time to fit any changes in your circumstances.
We also utilize specialists to contribute their individual strengths to your wealth management strategies.
Their expertise encompasses:
- Retirement Strategies
- Restricted Stock Ownership
- Alternative Investments.
- Estate Planning Services
|To learn more about how Merrill is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com
Gregory W. Berg, CRPC®- Vice President, Senior Financial Advisor
Mr. Berg has been in the financial services industry since 1998. He desires to know the goals, dreams, and aspirations of his clients so a course of action can be planned to meet the client’s goals. As a CRPC® designee, Chartered Retirement Planning CounselorSM, Mr. Berg has a passion for planning to meet the cash flow needs of today’s retiree. It goes beyond accumulating wealth; it deals with creating an income stream to meet the needs of his clients upon retirement.
Gregory graduated from Oral Roberts University with a BA cum laude. He is very active in his church with the men’s ministry and Sunday school department. He also enjoys traveling domestically and internationally on behalf of his church and university. He and his wife, Romelia, enjoy traveling and spending time with their granddaughter.
Ed Winegar, CRPC® -Vice President, Senior Financial Advisor
Mr. Winegar has been in the financial services industry since 1996. He desires to know the goals, the dreams, and the aspirations of those he teams with so that a course of action can be planned to meet the client’s goals. As a CRPC® designee, Chartered Retirement Planning CounselorSM, Mr. Winegar has a passion for planning to meet the cash flow needs of today’s retiree. It goes beyond accumulating wealth; it deals with creating an income stream to help meet the needs of his clients upon retirement. Mr. Winegar provides a different perspective to the challenges of global asset management and business transactions.
Through the team approach, which places an emphasis on leveraging the intellectual capital within our group and Merrill Lynch Wealth Management, means you can expect a thorough and exhaustive analysis before any recommendations are made. And when it comes to execution, the breadth and depth of Merrill, along with our strategic partners, gives us a competitive edge in delivering the optimum combination of services for your need, goals, dreams and aspirations.
Mr. Winegar graduated from Texas State University with a BBA in Finance. Mr. Winegar is happily married to his wife, Kris, and has two boys. He is very active in his church and working with the men’s ministry and teaching Sunday school. His family enjoys time together going RV’ing and four-wheeling.
Isabel Dartayet- Registered Senior Client Associate
Ms. Dartayet joined Merrill Lynch Wealth Management in 1987. Isabel has 29 years of experience within different Merrill environments. She is dedicated to the improvement of business and client satisfaction.
Isabel and her husband Mario have one daughter and they enjoy family gatherings and exercising.
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.
Oral Roberts University
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.
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.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.