Michael Greiner
,
First Vice President, Wealth Management Advisor
NMLS #520900
301 S.E. 17th St.
Ocala FL 34471
352.368.0642
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Michael is a managing partner of Hart, Greiner & Associates within Merrill Lynch Wealth Management at the Ocala, FL office.  His focus is on developing strategies and providing advice for individuals, their families and their businesses by understanding their short- and long-term financial objectives.  He conducts regular reviews to track each client’s progress toward reaching their goals, while adapting strategies, if needed, as their life changes. 

Michael's approach to investing is grounded in an understanding of you.  It all begins with a conversation.  He takes the time to get to know you -- your kids' names, how hard you worked to get where you are and how you define success.  He'll work together with you to understand your investment personality, prioritize your goals and build a financial strategy that reflects your needs.  He believes investors can benefit from our advice, access to the investment insights offered by Merrill, trust and fiduciary services from Bank of America Private Bank (formerly US Trust), and the banking convenience of Bank of America.  When it comes to your success, there's only one financial strategy that really matters -- yours.

Michael obtained his Bachelor's degree in Economics from the University of Florida in 1991.  He's advanced his education by obtaining the CERTIFIED FINANCIAL PLANNER certification; a designation awarded by the Certified Financial Planner Board of Standards, Inc.  Further, he is a Chartered Retirement Planning CounselorTM designee, awarded by The College for Financial Planning Institutes Corp.

A native of Ocala, Michael enjoys supporting the community and local organizations.  He is a former board member of the Marion County Children's Alliance, United Way of Marion County and the Arnette House.  He currently resides in Ocala with his wife, Jamie, and their four children: Bryce, Garrett, Alex and Jillian.

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.

Meet Our Professional Staff
Elizabeth Eiland
Officer, Wealth Management Client Associate (FP)
352.368.0616
Jennifer Cody
Officer, Registered Wealth Management Client Associate
352.368.0617
Megan Lithgow
Officer, Wealth Management Client Associate
352.368.0636
Cameron Calaverne
Wealth Management Client Associate
352.368.0618
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.
Allison Mulgrew
Wealth Strategies Advisor
Bank of America, N.A.
Julie White
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #518440
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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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.
Michael Greiner is registered to do business in AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI.