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Gregory Entzi

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Callahan, FL

Credentials

Series 66

Industry experience

13 years

Client services

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Work history

bank of America, N.A

2012 - Present (14 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jared D

Series 63, Series 66

Hilliard, FL

Fidelity

Jared Dunton currently serves as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, progressing through roles including Portfolio Specialist, Financial Consultant, and Vice President Financial Consultant. Jared focuses on understanding his clients' needs to develop tailored financial plans, utilizing a process that involves getting to know clients, discussing available options, and helping adjust finances to achieve preferred outcomes. He holds insurance licenses in Arkansas and California. Jared's professional experience centers on wealth planning and financial consulting, leveraging his expertise to assist clients in managing their financial goals. Outside of his professional responsibilities, Jared enjoys activities such as beach outings, boating, fishing, gardening, outdoor adventures, and spending time with his family.

Wealth management

Ira H

Series 63, Series 66

Yulee, FL

Fidelity

Ira Holowell is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2017. He partners with individuals and families to create financial plans aimed at improving their overall financial well-being. Prior to his current role, he served as a Retirement Relationship Manager at Fidelity Investments from 2012 to 2017. In his financial planning approach, Ira focuses on understanding clients' goals and needs to develop effective and detailed financial plans and investment strategies. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ira has interests in baseball, fishing, football, gardening, outdoor adventures, and scuba diving.

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

Series 63, Series 65

Yulee, FL

Ministry Partners Securities, LLC

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Hairold L

Series 65

Yulee, FL

Harmony Asset Management LLC

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Stacy S

Series 65

Yulee, FL

Gibbs Wealth Management, LLC

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Jacob L

Series 66

Jacksonville, FL

FIFTH THIRD SECURITIES, Inc.

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