$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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Vice President–Wealth Management
Financial Advisor
Greg has been helping investors meet their financial goals for almost two decades. He has spent the last 18 years with Merrill Lynch as a Vice President / Wealth Management Advisor where he successfully helped clients manage their wealth through all market cycles. He opened the Centerville office for Merrill Lynch as the Manager in 1998 and currently holds Series 8, 63, and 65 Securities as well as Life, Health Insurance and Variable Annuities licenses. He holds the Certified Retirement Plan Counselor (CRPC) designation from the College for Financial Planning. Prior to his employment in the financial service industry, Greg worked for over 10 years as a successful Vice President of Marketing in the commercial real estate industry overseeing projects throughout Ohio, Atlanta, and Florida.
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Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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