Troy Greeley
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
Toledo, OH 43623
Credentials
Series 63, Series 66
Industry experience
24 years
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.
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)
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