Nicholas Greiner
,

Financial Advisor

13250 University Center Blvd
Fort Myers, FL 33907
239.432.6805
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The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Profile

Nicholas Greiner has been in the financial services industry since 2011 and joined Merrill in 2011. His focus is on helping affluent individuals, like you, to develop personalized financial strategies by understanding your short- and long-term financial goals. Nicholas is a CERTIFIED FINANCIAL PLANNERTM professional. He is a graduate of University of Central Florida with a bachelor’s degree in Finance. He and His partner Jamie, Nicholas, live in Cape Coral with their one children and are active in the community, supporting many of the local organizations that make SWFL beautiful..
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Bank of America Community Volunteers, LEAD for Women, Habitat for Humanity and The Community Foundation of Cape Coral . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.

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Introduction
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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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Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
Nicholas Greiner is registered to do business in AL, CT, FL, GA, LA, MA, MO, NC, NJ, NY, OH, PA, RI, TN, TX, VA.