Gregg Marano is a Senior Vice President, Senior Resident Director, Financial Advisor with Merrill Lynch Wealth Management and has obtained his Certified Exit Planning Advisor℠, Chartered Retirement Planning Counselor, Accredited Domestic Partnership Advisor™ and Certified Plan Fiduciary Advisor designations. Gregg was named to Forbes "Best-in-State Wealth Advisors" list in 2023 (*Published on February 20, 2023. Rankings based on data as of June 30, 2022).
Gregg has been in the financial industry since 1992 and joined Merrill Lynch Wealth Management in early 2000. Gregg began his professional career as a foreign currency broker servicing large institutions. Drawing on his experience and Merrill's global resources, he develops personalized, strategic recommendations to address the complex financial needs of high net-worth clients and business owners. Gregg has a strong background in portfolio construction, business transition, retirement planning, home financing, insurance and corporate retirement plans.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year. Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*NMLS ID 579040
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