As a trusted advisor to Merrill clients since 1998, Timothy Greiner's primary focus is to assist select individuals, corporate executives, nonprofit organizations, small business owners and retirees in growing and preserving their wealth.

Recognizing what is most important to each client is vital to building long-term relationships based on trust and understanding of each clients unique circumstances. His team consistently strives to observe the highest professional and ethical standards, and will act in our client’s best interest to provide a superior service model for each and every client.

Supported by Merrill's research department** and a vast array of investment planning tools and resources, Timothy has experience in assisting clients with Wealth Management Strategies, Retirement Planning & Cash Flow Analysis (Lump-Sum and 401K distributions*), Portfolio Analysis, Trust Administration & Management, Estate Planning Services & Wealth Management, College 529 Planning, Corporate 401K & Retirement Plans, and Liability Management.

Timothy's primary objective is to help each client develop realistic wealth management strategies and eliminate strategies that are unrealistic. By taking a "Macro-Approach", Timothy will help you develop a financial solution that is tailored for you, based on your individual risk tolerance, time horizon, liquidity needs, overall investment goals and costs associated with the recommendation.



*You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.**Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.