Grace Greening began her career at Merrill in 2019 as a Financial Advisor Development Intern before transitioning into a full-time role in 2020. Grace has since joined the G/M Group where she works with individuals and families to help them with wealth planning, establishing inter-generational wealth and asset management.
Grace is a graduate of the University of Oregon, where she studied Business Administration. She grew up in Oakland playing competitive soccer which has translated into her on-going commitment to work with others in the community.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.