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.
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.