Gregory Kort is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with business owners, executives, and high-net-worth individuals to integrate the financial complexities they face, including capital needs, investment strategy, risk management, and long-term planning. Greg's practice centers on advising clients on lending and liquidity solutions, business growth strategies, and investment management with an emphasis on creating diversified, tax-aware portfolios that extend beyond the operating business. He collaborates closely with clients' CPAs, attorneys, and other professionals to ensure a coordinated and comprehensive strategy. Gregory helps clients prepare for business expansions, strategic opportunities, or transitions such as sale or succession, aiming to convert business success into lasting personal financial independence. Gregory Kort holds a Bachelor's Degree from Walsh College and the Personal Investment Advisor (PIA) designation. He is also a member of the Sovereign Military Order of the Temple of Jerusalem and participates in community involvement through the Capuchin Soup Kitchen. In his personal time, he enjoys baseball, basketball, fishing, football, golfing, ice hockey, music, and spending time with his family.