Gregory Ilg

Background

About Gregory Ilg

BE WISE, BE QUICK, BE SECURE & GENEROUS – As a financial advisor, I help you make wise, well-informed decisions about your wealth. Often times, private clients lack the time or interest to manage their wealth on their own, and they value the advice, guidance and years of experience that I offer. I joined Merrill as an advisor in 1998 after developing a broad background in finance that began in 1983 and included roles in banking, investments, corporate finance and marketing. I received my Master's Degree in Business Administration from the University of Oregon and my Chartered Retirement Planning Counselor℠ designation from the College For Financial Planning. My long history of helping individuals and businesses manage their money provides me with the knowledge and professionalism necessary to address your unique financial situation. Where investments are concerned, I believe it's better to be "quick" than to "rush ahead". Rushing ahead is based on fear – the fear of missing out or the fear of never recovering. To be quick is to be well-informed and move forward decisively as opportunities present themselves. There is a large body of evidence that tells us that with sound planning, diversification, disciplined investment strategies, and patience we have the potential to do very well. As a client-focused advisor, I track your investment portfolio and progress toward your goals, plan regular calls and face-to-face reviews, and help you adjust your plans and investments as changes occur in your circumstances and the markets. I feel it's with that kind of knowledge, trusted client-advisor relationship, and resulting sense of security that you gain the confidence and flexibility to enjoy life to its fullest and be generous with the people, place and things you care about the most. Areas of Focus Wealth planning, investments, retirement income generation, philanthropy, lending and small business services.