Grace Greening

Vice President, Financial Advisor
1331 North California Blvd.
Suite 400/700
Walnut Creek CA 94596
(925) 945.4876
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As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Profile

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.

About Me
Philosophy

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.

About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Grace Greening is registered to do business in AZ, CA, CO, CT, DC, FL, ID, IL, KS, MA, MD, MI, NC, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA.