Merrill Lynch Financial Advisor Gregory C Mallgraf
57 Hampton Road, Southampton, NY 11968
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
57 Hampton Road, Southampton, New York 11968, United States
About the Business
Welcome to Merrill Lynch Financial Advisor Gregory C. Mallgraf's office, located at 57 Hampton Road, Southampton, New York. With over 20 years of experience in the financial services industry, Greg joined Merrill Lynch Wealth Management in 2008 and is dedicated to providing personalized and disciplined investment management strategies for individuals and families. As the Senior Resident Director of the Southampton branch and a Wealth Management Advisor with the Martorana-Mallgraf Group, Greg is committed to understanding your unique financial needs and goals.
At Merrill Lynch, we offer access to a wide range of investment solutions and banking products from Bank of America. With timely insights into market trends and the global economy, Greg helps you stay on track with your financial objectives. Our approach focuses on connecting your life and finances, providing fresh perspectives to help turn your goals into reality.
Greg, a Long Island native, holds a Bachelor of Science degree in Finance from the University of Florida and has earned his CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor™ designation. He is actively involved in the community, volunteering with local organizations, and resides in Northport, New York, with his wife and three daughters.
Our mission is to help you design and implement a personalized financial plan that addresses your needs while managing investment risks. We emphasize the importance of making informed decisions by leveraging the investing insights of Merrill and the banking capabilities of Bank of America.
Please note that investing involves risks, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Consult your legal and/or tax advisors before making any financial decisions. For more information about our services and the differences between brokerage and investment advisory services, speak with Greg, your Merrill financial advisor.
We look forward to helping you build a secure financial future.
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