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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 AdvisorFollowing in his father’s footsteps, Greg launched his financial services career with Merrill Lynch in 1985 and has never looked back. “My father had a 35-year career at Merrill Lynch. For most of that time, he managed the Firm’s Tulsa office, until he retired in 1996,” says Greg. “He always stressed the importance of listening and learning from clients. When they talk, we can answer with appropriate strategies.”Greg has long taken a ground-up, planning-based approach to optimizing client wealth. His disciplined process invites clients to play active roles – describing their circumstances and aspirations in detail. Greg focuses most closely on developing financial road maps and estate planning strategies for clients.A former Resident Director of the Merrill Lynch office in Plano, Greg earned a Bachelors degree in Business Marketing from University of Oklahoma and, while working at Merrill Lynch, a Masters in Business Administration from Southern Methodist University. Greg is an avid hiker, skier, mountain and road biker, unicyclist, and a very proud father of his teenage son and daughter.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, Merrill Lynch Banking AdvisorYou may also benefit from the experience of a Merrill Lynch Banking Advisor 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 Banking Advisor can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Jeff Frank, Senior Vice President, Merrill Lynch Banking Advisor supports your Financial Advisor team. Jeff has been in the banking industry and wealth management since 2001 at Bank of AmericaTo learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the
Daniel 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
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
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
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