Gregory Ferdinand has a passion for working with and helping high net worth individuals, families and businesses achieve their financial goals and dreams. His belief is that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most to them as they prepare for the next stage of life and the financial implications of such planning. Professionally, along with a team of specialists, he provides goals-based wealth management to affluent families, accomplished professionals and successful business owners. Greg is deeply passionate about cultivating long lasting relationships by providing exceptional service, customized advice and a disciplined approach to investing. He began his financial services career in 1991. When he is not in the office, Greg enjoys fly fishing, golfing and skiing in the winter and playing classical music on his 1968 Steinway Grand L Piano. Feel free to reach out with any questions or concerns you may have with your current situation and he would glad to discuss them with you.
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.
