Gregory Wyman
Gregory L. Wyman, CPFA™ is a nationally recognized Senior Financial Advisor, Senior Vice President, Portfolio Manager, and Retirement Benefits Consultant with Wyman, Dapic and Moore Wealth Management at Merrill Lynch Wealth Management. Greg works closely with affluent families around the country helping them unwind the complexities that substantial wealth can pose. He is skilled in helping clients navigate the decision points that can accompany financial success, walking with them as a confidante, a committed advisor, and a reliable member of their inner circle. Greg believes his team excels in restoring time to a very busy clientele, allowing them to focus on their families, careers, and personal passions.
Within the team, Greg is responsible for building relationships with new and existing clients. He listens attentively to the distinctive circumstances of each person or family so that he can better design a path to their interests and ambitions. Clients, he believes, look to him for discreet guidance and his ability to oversee intricate initiatives from beginning to end.
Greg has earned national accolades from Forbes:
- Forbes "Top Next-Generation Wealth Advisors Best-in-State" list 2024 & 2025 (Published annually in August. Rankings based on data as of March 31st of the prior year.)
- Forbes "Best-in-State Wealth Management Teams" list 2023, 2024, 2025 & 2026 as a member of the Wyman, Dapic and Moore Wealth Management team. (Published annually in January. Rankings based on data as of March 31st of prior year.)
A member of Merrill Lynch Wealth Management since 2011, Greg is proud of the close-knit nature of his team and their shared commitment to client well-being. He played football and baseball at Union College before finishing his Bachelor’s Degree from Boston University. He stays active with his alma mater through the Boston University Alumni Association. Greg is a golf enthusiast and an active member of the ‘Zamily’ for the Zac Brown Band. Greg and his wife Samantha live in the North End of Boston with their 4 daughters. He is active in the community, as a baseball coach for the North End Athletic Association, a volunteer for the Friends of Christopher Columbus Park and as a member of the Maritime Society, which sponsors the annual Fisherman’s Feast.
**\*Source: The *Forbes* “Best-in-State Next-Generation Wealth Advisors” list**, published annually Aug - Sept. Rankings based on data as of March 31 of current year. Forbes \| SHOOK® “Top Next\-Gen Wealth Advisors Best\-in\-State” list\. Opinions provided by SHOOK® Research\, LLC considered advisors born in 1987 or later with a minimum 4 years as an advisor\. Advisors have built their practices\, lead their own teams\, joined teams\, are considered future leaders\, or combinations thereof\. Ranking is based on in\-person and telephone due\-diligence meetings that measure best practices\, client retention\, industry experience\, compliance records\, firm nominations\, assets under management and Firm\-generated revenue \(investment performance is not a criterion\)\. SHOOK’s rankings do not reflect all client experiences\, endorse any advisor\, indicate future performance and are available for client evaluation only\. Compensation was not received from anyone for the study\. Past performance is no guarantee of future results\. Details available at the SHOOK Research website\. SHOOK is a registered trademark of SHOOK Research\, LLC\. **\*Source: The *Forbes “Best-in-State Wealth Management Teams” list.*** Published annually in January. Rankings based on data as of March 31 of prior year. Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK\* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
