Paul Gregory
Advisor at Merrill
Updated today
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.
About
Paul Gregory serves as a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management in the Monterey, California branch office. Since joining Merrill Lynch in 1997, he has specialized in working with high net worth families, businesses, institutions, and endowments to provide a comprehensive range of financial services and strategies. His role includes serving as a Retirement Benefits Consultant, focusing on fiduciary services for corporate retirement plans and employee education to help plan participants understand Social Security benefits, retirement income, and contribution strategies.
Paul holds several professional designations, including Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS®), and Chartered Retirement Planning Counselor (CRPC®). He earned a bachelor's degree from California State University Stanislaus after graduating from Grace Davis High School. Throughout his career, Paul has emphasized combining empirical data with personalized guidance to address complex financial circumstances.
Outside of his professional work, Paul enjoys golfing, music, and spending time with his family. He and his wife Dominique have been married since 2002 and have three children.
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
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Retirement income strategy
Social Security optimization
Medicare planning
Debt management
College savings (529s, UTMA, etc.)
Demographic focus
Parents
Married/Couples/Partners
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill lynch, pierce, Fenner & Smith incorporated
1997 - Present (29 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Patricia M
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Patricia Miranda is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been serving clients for over twenty-five years, focusing on helping them pursue their financial goals and dreams through personalized strategies that consider their unique needs at any life stage. Her professional experience includes roles as a Financial Consultant and Workplace Financial Consultant at Fidelity Investments, as well as positions at UBS Financial Services, Toronto Dominion Securities Inc., Marathon Brokerage, Merrill Lynch Canada Inc., and the Investment Dealers' Association in Toronto. Patricia holds a CA Insurance License. Outside of her professional work, Patricia enjoys art, cooking and baking, family activities, gardening, hiking, and traveling.
Javier B
CFP®, Series 66
Carmel, CA
Edward Jones
Milda E
Series 66
Salinas, CA
Edward Jones
Christopher G
Series 66
Salinas, CA
Fidelity
Christopher Grado is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he partners with clients to develop comprehensive financial plans that align with their short-term and long-term goals. He focuses on understanding clients' priorities and works to ensure they feel confident in their financial future. Prior to his current position, Christopher served as a Financial Advisor at Edward Jones from 2018 to 2021. He holds a California Insurance License, supporting his ability to provide insurance-related financial guidance. Outside of his professional work, Christopher engages in family activities, parenthood, photography, and traveling.
Joseph A
Series 66
Salinas, CA
Edward Jones
Eduardo M
Series 66
Carmel, CA
Edward Jones
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