Merrill Lynch Financial Advisor Greg J. Nugent

Merrill Lynch Financial Advisor Greg J. Nugent is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Greg J. Nugent has extensive experience helping executives manage concentrated stock positions and navigate important transition events such as retirement, inheritance, or the sale of a business. The institution provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and overall banking convenience. They can also work with outside attorneys, accountants, and other professional advisors to coordinate financial and legacy plans.

At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, adapting to changes over time. The mission of Merrill Personal Wealth Analysis™ is to build and document a personalized plan centered on your goals and aspirations. By understanding you and your priorities, the institution can provide a customized financial strategy to help you pursue personal financial goals while managing investment risk.

The approach to investing at Merrill Lynch is grounded in understanding you as an individual. By having conversations and getting to know your personal investment style and goals, they can build an individualized plan that reflects your needs. The Investment Personality Assessment helps tailor the financial approach to your preferences and goals. The institution believes in helping you make investment-related decisions that align with your meaningful goals, whether it's planning for retirement, buying a home, or funding education.

As life and goals change, Merrill Lynch Wealth Management Advisors are there to help you stay on track and adjust your financial approach accordingly. By understanding what matters most to you, they can create a financial strategy that reflects your personality and priorities. The institution aims to provide comprehensive investment approaches that address your needs and help you achieve your goals, with a focus on personalized service and support.