Paul Greyson is a Financial Advisor at Merrill who works at the intersection of High Net Worth Wealth Planning and Institutional Finance, advising individuals and the businesses they lead. He draws on both his traditional finance background and entrepreneurial experience to craft nuanced, goal-oriented strategies for the clients he serves. Paul’s trademark is his unwavering commitment to delivering advice that is as candid as it is insightful. He believes the strongest relationships are built on trust, fostered through honest conversations.
Before joining Merrill, Paul ran a boutique investment management Firm in Miami, providing specialized advice to UHNW families and Private Funds. Paul graduated from Northwestern University and began his career in finance at Morgan Stanley as a Private Wealth Analyst. Outside of his professional endeavors, Paul is an avid reader, a collector of contemporary art and enjoys playing racquet sports. He has been a member of the Young Collector's Board at the Institute of Contemporary Art (ICA) Miami since 2023.
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.
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.
