Michael Greiner

Background

About Michael Greiner

Michael Greiner is a First Vice President, Wealth Management Advisor within Merrill Lynch Wealth Management. Michael is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis. Michael had previously served as the Resident Director of the Ocala, FL office from September 2007 through May 2014 and is currently a managing partner of Hart, Greiner & Associates. Michael and his team adhere to a disciplined process that delivers a consistent yet customized wealth management experience. Their approach transcends traditional investment advice to enable their clients to achieve personally meaningful outcomes. They consider your whole life, taking the time to fully understand what is most important to you and what you hope to achieve by working with them. With this intimate knowledge about your life priorities, Michael and his team are able to help you outline your goals and recommend an appropriate financial strategy to help you pursue them. This strategy takes into account your time horizon, liquidity needs, cost considerations, risk tolerance, and investment objectives. They will then draw upon the breadth and depth of Merrill to connect all the pieces of your financial life. Michael will conduct regular reviews and continue to work with you to make adjustments, as needed, to keep you moving toward these important personal goals.