Gregory Greiner

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Fairview, NC

Credentials

Series 66

Industry experience

14 years

About

Gregory Greiner is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Asheville, NC. He is part of the wealth management advisory team Greiner, Ezell and Associates, focusing on families, individual investors, and business owners. His responsibilities include conducting investment research, trading, retirement planning, and modeling. Greg is a Senior Portfolio Advisor who manages custom investment strategies on a discretionary basis, utilizing a wide range of Merrill model portfolios and third-party investment strategies.

Greg's professional background includes 15 years in civil engineering and environmental sciences as a consultant and business development professional, as well as experience in commercial real estate transactions. This diverse experience provides him with a deep understanding of the challenges and opportunities facing business owners and individual clients. He offers a comprehensive approach to wealth management that incorporates Sustainable, Responsible, and Impact (SRI) investing considerations.

Greg earned a Bachelor's Degree in environmental sciences from Ohio State University. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Greg is involved in the local community through volunteering with Manna Food Bank, Habitat for Humanity, and Trout Unlimited. He has also served as Past-President of The Ohio State Alumni Club of Asheville and on the board of Heart of Horse Sense in Marshall. Greg resides in Fairview, NC with his wife and twin sons.

Client services

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management ESG / Sustainable investing Retirement income strategy

Occupation focus

Founder/Business Owner

Demographic focus

Women Professionals Women's Finance Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Work history

BANK of AMERICA, N.A.

2011 - Present (15 years)

Merrill Lynch, Pierce, Fenner And Smith Incorporated

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

William C

CFP®

Fletcher, NC

Carrington Financial Planning, LLC

I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success.  I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives.  I also believe that good financial planning must be collaborative in order to be successful.  I work with clients through every step of the process on the way to achieving financial peace of mind.  As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion.  That means that I view investment portfolios as just one component of a client’s financial picture.  Good comprehensive financial planning should bring together all aspects of your financial life.  With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.

General retirement planning Government Employee

Mike C

CFP®

Black Mountain, NC

Collie Financial Planning, Inc.

Collie Financial Planning is a Fee-Only financial planning and investment management firm, founded by Mike Collie in 2005. As of 2023, Collie Financial Planning serves just over 200 client households. Our team consists of two advisors, Mike and Logan. Together we help our clients use their financial resources to achieve their most important goals in life, often incorporating their values into their planning and investments. We address comprehensive planning needs, including investment, retirement, tax, estate, education, insurance and charitable planning, making sure all of these components are working together to help clients achieve their goals. Mike's most important thing in life are his faith and his family, which includes wife Randi and sons Logan, Reece and Graham, and daughter-in-law McKenzie. We enjoy spending time together outside in the mountains and on the lake.

General retirement planning Baby Boomers (Born 1946-1964) Christian Faith Based

Belva E

Series 66

Asheville, NC

Merrill

Belva Evans is a Financial Advisor with Merrill Lynch Wealth Management in Asheville, North Carolina. She joined Merrill Lynch in 2021 as a Client Associate following a 21-year career in banking management. In 2024, Belva transitioned to the role of Financial Advisor, working alongside longtime colleague Susan Sorrells. Belva’s expertise includes personal retirement planning, women and wealth, and retirement income. She utilizes her extensive experience in banking and wealth management to assist clients in achieving their financial goals, whether that involves education funding, purchasing vacation homes, addressing family needs, or securing retirement. She emphasizes building strong client relationships through attentive listening and understanding unique family circumstances, helping clients expand their financial knowledge for informed decision-making. Belva earned her bachelor’s degree from the University of North Carolina System. She resides in Waynesville, North Carolina, with her husband, Josh, their son, Tyler, daughter, Elisabeth, and their Boston terrier, Champ. Active in her community, Belva is involved with her local church and volunteers with the Tuscola Athletic Club. She has also served on the Waynesville Rotary Board as treasurer and president-elect. Outside of work, she enjoys spending time with family and friends, traveling, and attending Georgia Bulldog football games.

General retirement planning Retirement income strategy Wealth management Women Professionals

Stephen H

ChFC®, Series 63, Series 66

Asheville, NC

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy Planning for children with special needs Founder/Business Owner Intergenerational Families Divorced

Heather S

ChFC®, Series 66

Hendersonville, NC

Edward Jones

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management Intergenerational Families Newlywed/Engaged

Robert R

Series 63, Series 65, Series 66

Asheville, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance ESG / Sustainable investing Founder/Business Owner
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