Hart, Greiner & Associates

Merrill Lynch Wealth Management
301 S.E. 17th St.
Ocala, FL 34471
(352) 368.0642
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Hart, Greiner & Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Hart, Greiner & Associates
Welcome

As Merrill financial advisors, we offer advice and guidance to help successful individuals and families pursue their financial goals. Our financial planning approach places you at the center of our focus, and your priorities, risk tolerance, time horizon, liquidity needs, and personal and professional financial goals. From there, we work with you to develop a personalized plan. Over time, we’ll meet with you to track progress and make adjustments, as needed.

Recognition
Michael Hart
Senior Vice President, Senior Resident Director
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Hart, Greiner & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Our Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Jeffrey Hart,

CFP®, CIMA®, CRPC™

Senior Vice President, Wealth Management Advisor
352.368.0633
Michael Greiner,

CFP®, CRPC™

First Vice President, Wealth Management Advisor
352.368.0642
Michael Hart,

CFP®, CPFA™, CRPC™

Senior Vice President, Senior Resident Director
352.368.0644
David Haslam
Vice President, Senior Financial Advisor
352.368.0627
Kyle Landmann,

CFP®, CRPC™, SE-AWMA™

Vice President, Wealth Management Advisor
352.368.0613
Jennifer Cody
Officer, Registered Wealth Management Client Associate
352.368.0617
Elizabeth Eiland
Officer, Wealth Management Client Associate (FP)
352.368.0616
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.
Julie White
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #518440
Allison Mulgrew
Wealth Strategies Advisor
Bank of America, N.A.
Daniela Nunez
Wealth Management Banking Specialist
Merrill
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.