Greta Farley
Greta Farley is a Financial Advisor with the Duddingston Sylvester Group at Merrill. She develops long-term relationships with clients and their families, walking with them through significant decision points in their financial lives. Her areas of focus include wealth planning, pre- and post-retirement strategies, tax-sensitive investing, and trust and estate planning services. Clients look to Greta for clear communication that can help them weigh their options and make their lives easier.
Greta earned her Bachelor’s degree from Iowa State University. Dedicated to professional excellence, Greta is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Every client that works with Greta will have a financial plan that incorporates their own goals and investment style.
Greta resides in her hometown of Lake Elmo, Minnesota, with her husband, Joel, and their two energetic children. Greta enjoys spending time with her family and documenting all the amusing things her kids say and do. Together, the family enjoys spending time outdoors, maintaining an active lifestyle, and indulging in an occasional lazy day at the movies. Greta’s free time interests also include spending quality time with her extended family and friends, skiing, and reading.
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.
