Gregory Viventi has been with Merrill Lynch Wealth Management, on Hilton Head Island, since 2000 and is a Vice President, Senior Financial Advisor.
His areas of emphasis are investment management and creating income strategies for individuals and families. He focuses on clients’, goals and concerns, offering a wealth management process using global resources and up-to-the-moment technology creating customized portfolio strategies.
Greg uses his access to the investment resources of Merrill and banking convenience of Bank of America to help clients’ achieve their financial goals. His portfolios are designed to capture growth and increased income. Greg helps clients focus on a quality retirement and wealth transfer.
He holds a Chartered Retirement Planning Counselor™ designation, a designation awarded by The College for Financial Planning Institutes Corp. He is a graduate of the "College of Wooster" in Wooster, Ohio. Where he majored in economics and earned a minor in biology.
Greg has led an active community role by serving on the Hilton Head Island Recreation Association advisory board, being a past president of the Hilton Head High School Booster Club, was a chair of the United Way of the Low Country - Hilton Head, and enjoyed serving as chairman of the Hilton Head Island School Improvement Council. Currently he is a church elder serving on session and an enthusiastic supporter of local non profit organizations.
Greg enjoys outdoor activities and especially beach walks with family. He is a private pilot and served four years on the Beaufort County Airport Advisory Board. Greg sees a symmetry between being a pilot and being a Senior Financial Advisor, “It’s important to focus on what’s in front of you rather than what’s behind you.” 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.