Gregory Workman

As a Merrill Financial Advisor, I help individuals and families navigate important financial decisions through personalized wealth management, retirement planning, and investment guidance. My approach is centered on understanding what matters most to each client and creating strategies designed to help them pursue their goals with confidence.
Originally from Detroit and raised in Cincinnati, I graduated from the University of Kentucky alongside my two sisters, as we're triplets and all proud Wildcats. Growing up in a close-knit family shaped my belief that strong relationships, trust, and thoughtful planning are fundamental to long-term success.
Today, I'm proud to call South Florida home. When I'm not working with clients, you'll likely find me on the golf course, staying active, following sports, or spending time with my wife and our two dogs in Boca Raton. I also enjoy escaping to Northern Michigan during the summer, particularly around Traverse City and the Leelanau Peninsula.
I bring a competitive spirit and commitment to continuous improvement to everything I do. I believe the best financial advice starts with listening and understanding each client's unique priorities. My goal is to build lasting relationships and provide thoughtful guidance that helps clients make confident financial decisions through every stage of life.