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DEMOCRACY CENTER6836 DALLAS PARKWAY
Floor No. 03,
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Wealth Management Advisor
First Vice President - Investments
Senior Vice President - Wealth Management
Senior Financial Advisor
Assistant Vice President
Reg Senior Client Associate
Registered Client Associate
The HGG GroupThe HGG Group seeks to help families deal with all aspects of their financial lives through deep discovery, structured planning, and goals-based investment management. Stability The HGG Group has been working together as a traditional Merrill Lynch team for years. Our careful selection of team members and our long history at Merrill Lynch provides a form of stability to clients that is meaningful. While market cycles and economic trends do and will change, our people and our standards-of-care do not. Clients know what to expect from us at all times.Discovery Understanding you, your resources, and your vision is at the forefront of our approach to providing satisfaction. You are unique. Your vision is unique. Your resources are unique. So too should be your wealth management plan and investment strategy, and so too should be the relationship you have with your advisor(s).Personalized Performance With a deep understanding of your vision and your goals, we implement measured investment strategies matched to specific goals. One benefit of this approach is that it allows us to personalize your performance. Put another way, it's one thing to know how your performance is doing compared to something like the S&P 500, but it's something completely different to know how your performance is doing compared to what it needs to do in order for you to reach your goals, be successful, and be satisfied. *Some or all alternative investments may not be suitable for certain investors.*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors
Greg Harned, Wealth Management AdvisorGreg began his financial services career with Merrill Lynch in 1985 and has been with the firm ever since. He earned a BA from the University of Oklahoma and an MBA from Southern Methodist University. Greg holds the CERTIFIED FINANCIAL PLANNER ™ (CFP®) certification and he has earned the Chartered Retirement Planning CounselorSM designation (CRPC®) as well. He was the Resident Director of the Merrill Lynch office in Plano, Texas from 1994 to 1999. Greg takes a ground-up, planning-based approach to optimizing client wealth. He focuses closely on developing personalized financial road maps for clients and believes that proper diversification and risk control are key elements to maintaining and growing wealth over time. Greg is an avid hiker, skier, mountain and road biker, and a very proud father of two.Kirk Greer, Wealth Management AdvisorSince arriving at Merrill Lynch in 1996, Kirk has focused most closely on asset management and customizing investment and retirement planning strategies for valued clients. In addition, Kirk has been selected to manage the training program for new advisors in the Plano office and he also served as the Legacy Park Office Sales Manager from 2007 to 2010. Kirk earned a Bachelors degree in Economics from Southwestern University. High energy in the office and at home, Kirk has coached his three daughter's sports teams for a total of 25 seasons and has led more than a dozen YMCA Adventure Guide campouts. To relax, Kirk teaches classes at church, and enjoys hiking, fishing and weekends spent at the lake with his wife, April, and their family.Daniel O'Leary Greer, Senior Financial AdvisorIn 2008, Daniel joined Merrill Lynch and The HGG Group after graduating summa cum laude from Illinois State University with degrees in Economics and History. Daniel focuses on planning and operations for the group – anticipating areas in which clients require increased attention and resources. Daniel enjoyed an earlier career with the U.S. Army where he proudly served as an infantry soldier with the prestigious 101st Airborne Division. Daniel’s leadership qualities have long been recognized. From 2011 to 2012, he served as the Legacy Park Office Sales Manager. Today, Daniel not only works with clients, he helps manage the training program for new advisors across most of Dallas. A native of Chicago, Daniel is an active resident of Plano. Among his passions are running marathons and ultra marathons, backcountry hiking, and actively supporting Second Chance SPCA (Plano No-Kill Shelter) and The Plano Chamber of Commerce.Mary Ferrell, Registered Senior Client AssociateHighly regarded by the group and Merrill Lynch, Mary is most appreciated by clients for providing exemplary service. Mary has long maintained her deep personal and professional commitment to serving the transactional account needs of high net worth individuals. On a daily basis, she is proud to deliver proactive and responsive attention to client needs. Mary began her financial services career with Merrill Lynch in 1984 and has worked with Greg since 1996. She and her husband, Preston, reside in Carrollton Texas and they enjoy traveling and spending time with their families. Mary and Preston share a competitive spirit – Mary is a Dallas Cowboy fan and Preston is a fan of the San Francisco 49ers.Angela Shaw, Registered Client AssociateAngela began her career with Merrill Lynch in 2007 as a Sales Assistant on the Asian Equity Sales Desk in New York, New York. In April 2012, she and her husband moved to Dallas to be closer to family. From 2012 until recently, Angela served as The Assistant to the Greater Dallas Complex Director for Merrill Lynch. Angela lives in Plano with her husband Eric and their two cats, Chloe and Cookie. In her spare time, Angela enjoys traveling, reading and cheering on her Alma Matter – The Ohio State University. She’s also gearing up to run her first 5k this year!Additional ResourceJeff Frank, Wealth Management Lending OfficerYou may also benefit from the experience of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Lending Officer can draw upon an expansive array of lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives Jeff Frank, Senior Vice President, Senior Wealth Management Lending Officer, supports your Financial Advisor team. Jeff has been in the banking industry since 2001 at Bank of America. The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. *CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Angela Shaw is registered to do business in :
Greg Harned is registered to do business in : AK, AZ, CA, CO, FL, GA, IL, IN, MA, MI, MO, MS, NC, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI
Kirk Greer is registered to do business in : AK, AZ, CA, CO, FL, GA, IL, IN, MA, MI, MO, MS, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI
Daniel O'Leary Greer is registered to do business in : AK, AZ, CA, CO, FL, GA, IL, IN, MA, MD, MI, MO, MS, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI
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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
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Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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