Greta Farley
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.
Greta Farley is a Wealth Management Advisor with the Duddingston Sylvester Group at Merrill. She works closely with clients and their families to navigate significant financial decisions, focusing on areas such as wealth planning, pre- and post-retirement strategies, tax-sensitive investing, and trust and estate planning services. Greta emphasizes clear communication to help clients weigh their options and make informed decisions aligned with their individual financial goals.
Greta holds a Bachelor’s degree from Iowa State University and is a CERTIFIED FINANCIAL PLANNER® professional, a credential awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the Personal Investment Advisor (PIA) designation. Her professional approach combines technical knowledge with personal dedication to support clients in achieving their long-term financial objectives.
Residing in her hometown of Lake Elmo, Minnesota, Greta shares her life with her husband, Joel, and their two children. Outside of her professional work, she enjoys spending time with her family, skiing, reading, and attending Iowa State Cyclones games. Her interests also include billiards, boating, music, running, watching movies, and yoga.
Bank of America, N.A.
2022 - Present (4 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2022 - Present (4 years)
Edward Jones
2017 - 2022 (5 years)
Sodexo
2015 - 2017 (2 years)
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