The MMG Group

Merrill Lynch Wealth Management
57 Hampton Road
Southampton NY 11968
(631) 204.8654
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Mission Statement
At The MMG Group, we believe strong relationships are built through collaboration, shared commitment, and thoughtful guidance. Our team approach brings together experienced advisors and wealth management client associates, supported by the global investment capabilities of Merrill and the integrated banking resources of Bank of America. We aim to serve as a primary source of financial insight and guidance—helping clients navigate opportunities and challenges with clarity and confidence. Throughout the financial planning process, we strive to deliver consistent service marked by dedication, diligence, and attention to detail at every stage.
Welcome

Our 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. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
The MMG Group
Forbes "Best-in-State Wealth Management Teams", 2026
(Published on January 7, 2026. Rankings based on data as of March 31, 2025.)
Click here to learn more about advisor recognitions
About Us
Welcome

Our 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. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Team
Gregory Mallgraf,

CFP®, CRPC™

Senior Vice President, Senior Resident Director - Wealth Management Advisor
631.204.8668
Shannon A. Murphy,

CRPC™

Officer, Registered Wealth Management Client Associate
631.204.8654
Joseph Gaviola
Assistant Vice President, Senior Financial Advisor
631.204.2381
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
Don Romano
Senior Wealth Management Lending Officer
NMLS #4023
Bank of America, N.A.
Diana Rooney
Wealth Management Banking Specialist
Merrill
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.