Greg Curran joined Merrill in 2019 as a Financial Advisor. Prior to joining Merrill Greg worked as a Fixed Income Product Manager at Delaware Funds in Philadelphia, PA where he was responsible for servicing and growing the firms taxable fixed income platform in the US Retail Channel. Previously, Greg worked for AllianceBernstein in New York City in both distribution and product roles predominantly focused on consulting financial advisors on capital markets, portfolio allocation and product insights. Greg attended Penn State University for both his undergraduate and graduate studies where he earned an Accounting Degree and an MBA in Finance. In his personal time Greg enjoys spending time with family and friends. Greg, his wife Kristin, daughter Quinn and sons Jack and Rowan live in Ambler, PA.
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.
