The HGRF Group

Merrill Lynch Wealth Management
1 Cowboys Way
Frisco TX 75034
(940) 297.6951
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Our Group = Your Team. Individually and collectively, we work to help ensure that clients gain from our broad range of experience, knowledge, and areas of focus.  Every client benefits from having one primary advisor, one back-up advisor, and our full administrative team dedicated exclusively to their needs.
The HGRF Group
Welcome
The HGRF Group provides access to the combined resources of Merrill Lynch Wealth Management, Bank of America Private Bank, and the banking convenience of Bank of America for individuals and families seeking personalized guidance and long-term goal fulfillment.  Individually and collectively, we work to help ensure that clients gain from our broad range of experience, knowledge, and areas of focus.
 
Recognition
The HGRF Group
Forbes "Best-in-State Wealth Management Teams", 2024-2026
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Understanding You

We start by meeting you where you are. You are the world's leading authority on you, and our job is first and foremost to learn about you in a way that enables us to seamlessly align you with access to the combined resources of Merrill Lynch Wealth Management, Bank of America Private Bank (formerly US Trust), and the banking convenience of Bank of America. We follow an in-depth process aimed at understanding you, not just numerically, but holistically. Only when we've done that can we be useful to you as financial advisors, wealth management advisors, and confidants.

Wednesday, January 28th 2026| 12:00 p.m. CST
2026 Market Outlook

Join us for an in-depth discussion on the forces shaping today's global markets and what they could mean for investors. Our commentary will cover key themes influencing the macroeconomic environment,...

Meet Our Team
Kirk Greer,

CRPC™

Senior Vice President, Wealth Management Advisor
940.297.6945
Daniel Greer,

CFP®

Senior Vice President, Senior Financial Advisor
940.297.6946
Roderick Bennett,

AWMA™, CRPC™

Financial Advisor
940.297.6948
Gregory L Harned,

CFP®, CRPC™

Senior Vice President, Senior Consultant
940.297.6944
Rebecca De Anda Licona,

CRPC™

Financial Advisor
940.297.6947
Angela Shaw
Assistant Vice President, Wealth Management Associate
940.297.6951
Hannah Daily
Wealth Management Client Associate
940.297.6952
Mary L Ferrell
Assistant Vice President, Wealth Management Client Associate (FP)
940.297.6950
Jason Wills
Officer, Registered Wealth Management Client Associate
940.297.6943
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.
Joseph Michael Cuff
Structured Credit Executive
Bank of America, N.A.
Kenneth Finke
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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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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.
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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.