Greg Bayvel
Greg’s mission is to ensure excellence in wealth management by providing knowledgeable, customized recommendations, in an unbiased, confidential, and professional manner. Greg focuses on building valued relationships with his clients and their families by following a disciplined process that delivers a consistent yet customized wealth management experience. Before any decisions are made he takes the time to fully understand who you are and what matters most to you.
With this knowledge about what you value most, Greg is able to help you establish and prioritize your goals then develop strategies to pursue those goals. He conducts regular reviews to help track progress towards reaching your goals in addition to keeping your strategies consistent with any changes that may take place in your life.
Greg is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
Greg has been working in the financial services industry since 2005 and joined Merrill Lynch Wealth Management in 2012. Greg graduated from Rutgers University with a double major in Economics and Management and Labor Relations in 2004. He earned his M.B.A. from Rutgers Business School focusing on Finance in 2012. He is an active member of the community and has completed over twenty marathons while raising money for several charities including the Leukemia and Lymphoma Society and the ALS Association of NYC. Greg also coaches youth lacrosse in Mountain Lakes and volunteers as a tutor at St. Peter’s Orphanage in Denville, NJ. Greg is originally from South Africa and now lives in Boonton Township, NJ with his wife, Casey, and son, Jack.
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.
