Greg Slonaker

Financial Advisor
18949 Coastal Hwy
Rehoboth Beach DE 19971
(302) 645.4429
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I provide fiduciary, detail-oriented planning and investment management that transforms financial complexity into clear, actionable strategies—allowing clients to enjoy life without the stress of managing financial tasks.
Profile

In 2022, I joined Merrill after establishing a strong foundation at Northwestern Mutual. Prior to my wealth management career, I worked as an investment portfolio manager, where I developed deep expertise in markets and strategic planning. Outside of work, I enjoy spending time with my family, playing golf, and reading. I am also passionate about giving back, serving on the Board of Directors of The Board of Pensions of the Presbyterian Church (U.S.A.) and leading as Chairperson of its Investment Committee.

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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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.
Gregory Slonaker is registered to do business in AZ, CA, CT, DC, DE, FL, LA, MA, MD, MN, NC, NJ, NY, PA, RI, SC, TN, TX, VA.
RICP® and Retirement Income Certified Professional® are the property of The American College, which reserves sole rights to its use, and is used by permission.