Gregg Pfeffer

I am a Senior Vice President-Wealth Management, a Wealth Management Advisor, and a Retirement Benefits Consultant. I currently hold both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the CHARTERED RETIREMENT PLANNING COUNSELOR?(CRPC®) designations*. I have been providing financial and wealth management services with Merrill Lynch since 1998. I am able to provides access to the investment resources of Merrill Lynch and banking convenience of Bank of America to help address the various aspects of a client's financial life. I can offer a wide array of wealth management services, which includes helping clients develop strategies for financing, retirement planning, education funding, insurance issues, and portfolio construction. I take the time to get to know clients so that I can fully understand their priorities before creating a customized, goals-based investment strategy to help them achieve their desired lifestyle. *Certified Financial Planner Board of Standards, Inc. Owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.