Advisor at Merrill
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David Gregg is a Senior Financial Advisor at Merrill Lynch Wealth Management in Sarasota, Florida. He has been with the firm since 1993 and works primarily with retired or soon-to-be retired clients, focusing on helping them identify and attain their financial and aspirational goals.
With over 30 years of investment experience, David offers personalized attention and customized investment recommendations that include asset management, tax-efficient strategies, educational funding, and wealth preservation. He combines his expertise with insights from Merrill’s analysts and strategists, as well as the banking resources of Bank of America, to address the many aspects of his clients’ financial lives. David holds a Bachelor of Science degree in Business Administration, with a focus on Economics and Finance, from Bowling Green State University and is a Personal Investment Advisor (PIA).
David has been involved in community activities such as serving on the board of the YMCA and volunteering at Mote Marine Laboratories. He and his son are avid scuba divers who enjoy boating and travel. They also share an interest in ballet and opera, with his daughters participating in the Sarasota Ballet Conservatory and Sarasota Youth Opera.
Bank of America,N.A.
2011 - Present (15 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2009 - Present (17 years)
Series 66
Highlands, NC
Edward Jones
Series 63, Series 65
Sapphire, NC
Merrill
Wesley Thompson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the Personal Investment Advisor (PIA) designation and contributes to delivering financial guidance within the firm. Wesley's educational background includes undergraduate studies at Southern Methodist University and completion of a bachelor's degree from the University of Alabama System. His role involves applying his expertise in investment strategies and financial planning to support client objectives. Additional personal interests and community involvement details have not been provided.
Series 63, Series 66
Highlands, NC
Covenant Investment Solutions LLC
Series 65
Highlands, NC
Michael S. Carrier & Associates, Inc.
Series 63, Series 65
Highlands, NC
Moran Tice Capital Management LLC
ChFC®, Series 63, Series 65
Sapphire, NC
Perigon Wealth Management, LLC
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