Troy Greeley

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Toledo, OH 43623

Credentials

Series 63, Series 66

Industry experience

24 years

About

Troy Greeley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides investment advice and financial guidance to families and business owners, leveraging over two decades of experience. Troy focuses on a variety of client needs, including college education planning, divorce transition planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, and retirement income.

He holds a Bachelor's Degree from the University of Toledo and an MBA from the University of Nevada - Reno. Troy has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows the Merrill tradition of community involvement and volunteers with local organizations. Outside of work, Troy enjoys adventure sports, basketball, biking, boating, running, scuba diving, skiing, soccer, and spending time with his family.

Expertise

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Family Business

Work history

Bank of America, N.A.

2024 - Present (2 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2024 - Present (2 years)

WElls Fargo Clearing Services, LLC

2016 - 2024 (8 years)

WELLS FARGO ADVISORS LLC

2009 - 2016 (7 years)

Disclosures

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Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Wealth management General retirement planning Founder/Business Owner

Crystal T

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Nicholas N

Series 63, Series 66

Perrysburg, OH

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Nick Neely is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has worked with Fidelity Investments since 2022, with previous roles including Investment Solutions Representative from 2023 to 2025 and Customer Relationship Advocate from 2022 to 2023. Nick is a CERTIFIED FINANCIAL PLANNER® professional specializing in retirement planning and investment strategies. He collaborates with clients to develop personalized investment plans tailored to their financial goals. Outside of his professional work, Nick has interests in boating, camping, golf, and music, and is an instrumentalist.

General retirement planning Retirement income strategy Income planning Wealth management Passive / index investing

Michael C

Series 63, Series 66

Perrysburg, OH

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Wealth management Financial Professional

Taylor S

Series 63, Series 66

Lambertville, MI

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Taylor Skees is currently serving as Vice President and Financial Consultant at Fidelity Investments. In this role, Taylor works closely with clients and their families to develop and monitor financial plans aimed at achieving their financial and lifestyle goals. Taylor has been with Fidelity Investments since 2014, progressing through roles including Director, Retirement Planner and Retirement Solutions Representative. With over 14 years of experience in the financial industry, Taylor has a background that includes positions as a Registered Representative at both Allstate Financial and Western & Southern Financial Group prior to joining Fidelity. This experience has contributed to a comprehensive understanding of retirement planning and financial consulting. Taylor's approach centers on building long-term relationships with clients and utilizing Fidelity's resources to support their financial objectives.

General retirement planning Retirement income strategy Income planning Medicare planning

Troy F

CFP®, Series 66

Temperance, MI

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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