Michael Jordan

Gregory Baker is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of the financial services industry since 1982 and joined Merrill in 2008. Gregory specializes in creating personalized wealth management strategies that align with clients' long-term financial goals. His approach integrates insights from Merrill's investment expertise and the banking and lending solutions of Bank of America. Gregory holds a Bachelor of Science in Finance from George Mason University and an associate's degree from the University of Virginia. He has earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute and holds the Personal Investment Advisor (PIA) credential. Gregory has been recognized as a Merrill Lynch Managing Director-Wealth Management and has been named to Barron's Top 1,200 Financial Advisors each year from 2015 to 2022. Additionally, he has appeared on Forbes' Best-in-State Wealth Advisors list from 2018 through 2022. In addition to his professional work, Gregory is involved in his local community through participation with the Lake Anna Civic Association, reflecting his commitment to community engagement.

Patrick Mullins is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Business Development Manager at Strategic Financial Planners from 2004 to 2006. In his current role, Patrick assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives.