Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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, 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
Learn about the MyMerrill Mobile App.
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.