Verified recordFinancial Services

Greg Harned

Senior Consultant, Senior Vice President at Merrill Lynch

Based in Frisco, United States

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Seniority

Director

Department

General Business & Management

Location

Frisco

Industry

Financial Services

Company size

35K

Contact information

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Email

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g•••••••@ml.com

Phone

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Background

About Greg Harned

I launched my financial services career in 1985 with Merrill Lynch Wealth Management and have never looked back. Today, I co-manage a financial advisory team out of the Frisco, Texas office called the HGRF Group. We have over 185 years of combined industry experience working on behalf of our clients. At The HGRF Group, we address our clients' needs with thoughtful strategies that aim to optimize their investments and liabilities in a risk appropriate manner while providing a roadmap for their futures. The partners of The HGRF Group have worked together for many years. Together, we bring seasoned insights and a team approach to clients who, in many cases, have been with us for decades. The clients we serve reside throughout the U.S. and include business owners, corporate executives, retirees, multiple generations of families, and many other "successful savers." On behalf of clients approaching retirement, The HGRF Group strives to help them manage the often-difficult transition from wealth accumulation to distribution. Each of us is highly sensitive to the health of both sides of clients' balance sheet. We provide our clients streamlined access to Bank of America resources for residential and securities-based lending. In addition to being a longtime financial advisor, I'm also a former Resident Director of the Merrill office in Plano. I'm an avid hiker, skier, mountain and road biker, and a very proud father of my adult son and daughter as well as my two adult stepsons and two adult stepdaughters.*Gregory Harned NMLS ID 535918 *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*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.

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