Gregory Shanaphy is a Senior Vice President, Senior Financial Advisor, and Portfolio Manager at Merrill Lynch Wealth Management, based in Summit, New Jersey. With more than 27 years of experience in financial services, Greg delivers tailored financial strategies that align with each client’s unique goals and circumstances. His planning-driven approach and unwavering commitment to client success establish him as a trusted partner in wealth management.
Greg recently joined as a partner with the Hinds Fisher Ahern and Shanaphy Group, a distinguished team recognized as a 2026 Forbes Best-in-State Wealth Management Team (Published on January 9, 2026. Rankings based on data as of March 31, 2025.) This 12-member group leverages diverse expertise to rank among the nation’s top wealth management teams. This partnership enhances Greg’s ability to provide personalized financial solutions.
Prior to Merrill, Greg served as a Senior Vice President and Wealth Advisor with UBS-The Poppo Group for 17 years, where he designed and implemented sophisticated wealth management strategies. As a Portfolio Manager within UBS’s Portfolio Management Program, he guided clients toward their financial objectives with precision and insight. Earlier, Greg held the role of Vice President, Private Wealth Manager at Merrill Lynch Global Private Client for three years and Vice President at AXA Advisors for two years, specializing in advanced financial and estate planning.
Greg’s career also encompasses a robust legal background, including three years as General Counsel in investment banking on Wall Street, two years in private practice, and three years in the District Attorney’s Office. He holds a JD from Seton Hall University School of Law and a BA in Political Science with a minor in Economics from Montclair State University, enriched by a study abroad program at the University of Siena in Tuscany, Italy. Greg is FINRA registered with Series 7, 24, 31, 63, and 65 securities licenses, as well as life and health insurance professional licenses.
As a distinguished advisor, Greg is among a select group recognized for delivering highly personalized wealth management services. Though he no longer practices law, he remains a member of the American Bar Association and is admitted to the bar in New Jersey and the United States District Court.
Dedicated to his community, Greg serves on the board of Montclair State University, contributing to the financial committee overseeing the university’s endowment. He is also a founding member and board member of the Seton Hall Prep Pirate Gridiron Club, supporting the school’s athletic programs.
Greg resides in Chatham, New Jersey, with his wife, Michele, and their son, Troy.
*2026 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 www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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.
