Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
208 GOLDEN OAK COURT
VIRGINIA BEACH, VA 23452
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Greg, a Virginia Beach native, provides clients with financial and investment strategies tailored to their unique needs and aspirations. With multiple family members in the medical field, Greg holds a particular interest in helping young professionals understand the cash flow needs driving their portfolios and assessing their risk to achieve their personal goals. He concentrates on the things his clients care about most – their family, goals, and priorities – as they change over the years. Greg’s business philosophy is based on trust. Developing an individualized plan from a trusted financial advisor can ease concerns and build lasting relationships.
Greg’s interactions with people around the globe inspired him to pursue a career that works with people in a way that fulfills a need and builds trust. He has volunteered with four different nonprofits in Ghana, Fiji and the Philippines, and these missions taught him life is about the relationships built from helping people in need. His published research paper on identifying diabetics in the Philippines helps those in remote areas of the world gain access to identifying diabetic markers. The people in these third world countries trusted him when they understood he had their best interest in mind. Similarly, Greg frames his financial advisory business on building trust to fulfill the wants and needs of his clients – always acting in his client’s best interest.
With deep ties to the Hampton Roads area, Greg returned to his hometown to serve his community and strengthen his Hampton Roads roots. Four years in Gainesville as a Gator earned Greg cum laude honors with a Bachelor of Science degree and business minor from the University of Florida.
Prior to working with Merrill Lynch, Greg joined ESPN Gainesville WRUF Sports Radio as a beat reporter in Gainesville, FL. Later on in his career, he acted as the business developer for the Locked on Podcast Network covering NFL and NBA teams in Salt Lake City, UT. While sports have been an ongoing interest, Greg’s real desire remains helping those in his community with their financial needs.
Having grown up near the Chesapeake Bay, Greg has a deep passion for preserving the marine ecosystem. He and his family are oyster gardeners as they hope to build momentum toward a healthier Chesapeake Bay and Lynnhaven River. Greg remains an ongoing volunteer at the JCOC feeding the less fortunate with his fellow church members. In his free time, he enjoys playing tennis at VBTCC, wakeboarding, snowboarding, and spending time with his family and dogs.
Greg currently holds the Series 7 and 66 FINRA Registrations, as well as the Virginia Life and Health Insurance licenses.
English, Italian & Spanish
University of Florida
Personalized advice, disciplined investing and ongoing review can make this a reality.
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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*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. Merrill Lynch Wealth Management 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 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.