Greg is a Senior Vice President, Senior Financial Advisor, and a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. He can tailor investment solutions based upon clients risk tolerance, time horizon, liquidity needs, overall investment goals and the cost associated with a recommendation." 