Gregor Private Wealth Group
Merrill Private Wealth Management
510 E. 96th Street
Suite 500
Indianapolis, IN 46240
(317) 706.2051
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Mission Statement
We provide wealth management solutions and personalized attention to a limited number of wealthy individuals and families. We combine our experience and understanding of complex financial needs with the broad capabilities of a global institution to help address your goals.
Welcome

Empowering prosperity and simplifying wealth. At Gregor Private Wealth Group our unwavering commitment is to build strong client relationships based on trust and personalized service. We strive to handle all matters related to managing and preserving your wealth while building your legacy so you can focus on the people and priorities that matter most to you.

Videos
Introducing Gregor Private Wealth Management
Recognition
Martin Gregor
Managing Director, Private Wealth Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2022-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Financial Times "400 Top Financial Advisers", 2018
(Published on March 22, 2018. Rankings based on data as of June 30, 2017.)
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Gregor Private Wealth Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Our Approach
Our Philosophy

Gregor Private Wealth believes your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Meet Our Team
Martin Gregor
Managing Director, Private Wealth Advisor
317.706.2051
Jacob M Knott,

CFP®

Vice President, Private Wealth Senior Investment Manager
317.706.3145
Conrad Gregor,

CPFA™, SE-AWMA™

Private Wealth Manager
317.706.2055
Brian Schuman,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor
317.706.3156
Ryan McCormack,

CFP®

Senior Financial Advisor
317.848.5697
Janice R Cope
Officer, Registered Private Wealth Client Associate
317.706.2052
Kimberly McCaslin
Registered Private Wealth Client Associate
317.706.2056
Cathleen Rodriguez
Officer, Wealth Management Associate
317.706.2054
Emilia Fischer
No Officer Title, Private Wealth Client Associate
317.848.3304
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Matthew Vandenack
Private Wealth Strategies Advisor
Valerie Galinskaya
Wealth Strategies Advisor
Nicholas S Kiryakoza
Wealth Management Banking Specialist
Merrill
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Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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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.
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.
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.