Greg Sardzinski

Background

About Greg Sardzinski

I enjoy and value helping families work to establish, implement and meet their financial goals and objectives. Prior to joining Merrill in 2007, I served as the Triad-NC Region Market Executive for the Bank of America Private Bank. I've been serving clients in the investment, trust & private banking industry since 1985. My focus is serving clients that seek a valued resource and working to help manage the complexities of family wealth over time. We apply a wealth management process that is consultative, disciplined and time tested to help clients clearly understand their financial picture and prospects for a successful financial future. To better serve my clients, I hold the Certified Private Wealth Advisor® (CPWA®) and Certified Portfolio Manager (CPM®) designations after completing the requisite educational components at the University of Chicago and Columbia University, respectively. I am also is a member of the Investments & Wealth Institute™ (The Institute) and the Academy of Certified Portfolio Managers (ACPM). I also maintain the Certified Plan Fiduciary Advisor® (CPFA®) designation from the National Association of Plan Advisors. I enjoy giving my time and talents to community organizations and activities. Some of these include having served as trustee for the Greensboro Children's Museum and Carolina Theatre and volunteer work with the Greensboro Sports Council, United Way of Greater Greensboro, Habitat for Humanity, The Community Foundation of Greater Greensboro, Holy Trinity Episcopal Church and Greensboro Youth Soccer. My wife, Leslie, and I enjoy spending as much time as we can with our 3 children & 2 Labradors, travelling, reading and outdoor activities.