Gregory Katulka
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Gainesville, GA 30501
Credentials
Series 63, Series 65
Industry experience
28 years
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.
Based on Merrill
340 Jesse Jewel Pkwy
Gainesville, GA 30501
Georgia · Texas
Bank of America, N.A.
2011 - Present (15 years)
Merrill
2010 - Present (16 years)
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