Gregory Katulka

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Gainesville, GA 30501

Credentials

Series 63, Series 65

Industry experience

28 years

About

Gregory Katulka is a Senior Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial advisory career with Morgan Stanley in Atlanta and has over 27 years of experience in the industry. Gregory joined Merrill Lynch Wealth Management in 2010 and holds multiple FINRA registrations including Series 7, 9, 10, 31, 63, and 65.

He is a CERTIFIED FINANCIAL PLANNER® certificant, awarded by the Certified Financial Planner Board of Standards, Inc., and a Certified Private Wealth Advisor® (CPWA®) certificant through the Investments & Wealth Institute®. His CPWA® education was completed through the Yale School of Management's Wealth Management Theory & Practice Executive Education program. Gregory earned a bachelor's degree in education from Georgia State University in Atlanta. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for Georgia in 2022, 2023, 2024, and 2025.

Gregory is actively involved in his community, serving as a board member and Past Chief Volunteer Officer for the Boys & Girls Clubs of Lanier. Under his leadership as Board Chair, the organization was named the top performing board in 2014 for the state of Georgia and the southeastern United States by the Boys & Girls Clubs of America. He has also served as a board member and officer of the Boys & Girls Clubs Alliance of Georgia and as an advisory board member for Sugar Hill Christian Academy for over six years. Outside of his professional and community commitments, Gregory enjoys spending time with his wife Sandy and their three children, as well as baseball, golf, fly fishing, and cooking.

Client services

Based on Merrill

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 General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies

Demographic focus

Married/Couples/Partners Parents

Location

340 Jesse Jewel Pkwy

Gainesville, GA 30501

Most active in

Georgia · Texas

Work history

Bank of America, N.A.

2011 - Present (15 years)

Merrill

2010 - Present (16 years)

Disclosures

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

Business activities & affiliations

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")