Greg has been part of the financial services industry for over 20 years and joined Merrill Lynch Wealth Management in 2008. He dedicates himself to thoroughly understanding the needs and goals for individuals and families, providing them with personalized attention and disciplined, customized investment management strategies. Greg has held various leadership positions during his career at Merrill and currently holds the title of Senior Resident Director of the Southampton branch as well as Wealth Management Advisor with the Martorana- Mallgraf Group. Born and raised in Oyster Bay on Long Island, Greg graduated from the University of Florida with a Bachelor of Science degree in Finance, earning his CERTIFIED FINANCIAL PLANNER™ certification in November 2015 and his Chartered Retirement Planning CounselorTM designation in November 2017. He resides in Northport, New York with his wife Lisa and three daughters Morgan, Abigail, and Grace.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
