G/M Group

Merrill Lynch Wealth Management

1331 North California Blvd.
Suite 400/700
Walnut Creek, CA 94596
(925) 945-4876
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At G/M Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we’ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.
G/M Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Meet Our Team
Patrick Greening,

ChFC®, CFP®, CKP®, CPFA™

Senior Vice President, Wealth Management Advisor
925.945.4832
Adam J Messinger,

CFP®, CKP®, CRPS™

Senior Vice President, Senior Consultant
925.945.4877
Grace Greening,

CPFA™, CRPC™

Financial Advisor
925.945.4876
John Greening,

CRPC™

Financial Advisor
510.504.8771
Vincent C Devereaux
Assistant Vice President, Wealth Management Client Associate
925.988.2152
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Grace Selva
Wealth Management Banking Specialist
Merrill
Reham Asaad
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #633262
Insights
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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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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 Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.