Greb Wealth Management Group

Merrill Lynch Wealth Management
600 Grant Street
Floor 49
Pittsburgh, PA 15219
(412) 566-6537
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Our team is comprised of talented and experienced financial advisors who are committed to building strong relationships with you based on trust and one-on-one collaboration.
Greb Wealth Management Group
Merrill Lynch Wealth Management
Welcome

At Greb Wealth Management Group, we help people who are experiencing life events have the advice and guidance that helps them make the right financial decisions.

Our clients are all ages and include many multigenerational families. They work in medicine, law, engineering, and technology, or have already retired. No matter their life stage, we proactively guide them through their financial journey.

Common life events include:

  • Retiring or changing jobs or careers
  • Receiving an inheritance
  • Planning for the next chapter of a successful career
  • Building a financial foundation for high-earning young professionals and their families
Recognition
Karen Greb
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Forbes "Top Women Wealth Advisors Best-in-State", 2022-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "America’s Top Women Wealth Advisors", 2020-2021
(Published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2019-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Greb Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

We enjoy getting to know our clients while we serve as their trusted financial counsel.

Our goal is to help ease clients' minds as they find clarity in their decisions. We know their passions. We understand their worries. And we embrace the uniqueness of each person.

We want their lives to become better by working with us. We do everything we can to make that goal a reality.

Meet Our Team
Karen Greb,

CAP®,CFP®,CIMA®,CPWA®,CRPC™

Senior Vice President, Wealth Management Advisor
412.566.6537
Peter Greb,

CFP®,CPFA™,CRPC™

First Vice President, Wealth Management Advisor
412.566.6560
Kristine J Gutkowski,

CFP®,CRPC™

Assistant Vice President, Wealth Management Specialist
412.566.6510
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.
Evan Durst
Senior Trust Officer
Erik Oskin
Wealth Management Lending Officer
NMLS #481579
Nicholas Passodelis
Wealth Management Banking Specialist
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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CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and are used by permission.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.