Gregg Pfeffer
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.
Gregg Pfeffer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1998 and has since developed expertise in wealth management, focusing on various client needs including college education planning, corporate benefits, divorce transition planning, family wealth management strategies, and retirement income. Gregg provides personalized service by delivering a Personal Wealth Analysis to clients and leverages digital tools and integrated services such as banking, mortgages, and trusts offered through Bank of America.
He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gregg earned a bachelor's degree from Allegheny College.
In addition to his professional role, Gregg serves as a committee member of the Northwest Pennsylvania chapter of Ducks Unlimited. He is also involved in community activities through his support of non-profit organizations making an impact within the Erie community. Outside of work, Gregg enjoys golfing, hunting, and spending time with his family.
Bank Of America,Na
2009 - Present (17 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2006 - Present (20 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1998 - Present (28 years)
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