The Grenier Group

Merrill Lynch Wealth Management

1201 Pacific Ave.
Suite 1800
Tacoma, WA 98402
(253) 597-8330
Learn more about an advisor's background on
Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
The Grenier Group
Merrill Lynch Wealth Management
Welcome

The Grenier Group is dedicated to our goal of providing clients with superior service and investment advice. Together, we have over 80 years of industry experience, and we are extremely proud of our professionalism, our integrity and our client focus. We believe that the financial strategies and investment advice we provide to clients is about securing a dignified and independent retirement, educating children, and creating legacies for loved ones.

About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Alexandra Grenier,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor
253.597.8330
David R Grenier,

CFP®, CIMA®

Senior Vice President, Senior Consultant
253.593.8850
Jason Sipe
Wealth Management Specialist
253.597.8310
David Frederick Zesbaugh
Registered Wealth Management Client Associate
253.597.8337
Christopher A Zuydhoek
Registered Wealth Management Client Associate
253.597.8398
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.
Jamie Rogers
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.