Gregory Katulka serves as Senior Resident Director and Wealth Management Advisor. He has been a wealth management advisor for over 28 years, joining Merrill Lynch Wealth Management in 2010 after beginning his career with Morgan Stanley. He holds multiple FINRA registrations including Series 7, 9, 10, 31, 63, and 65. He holds three professional designations: CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®), and Certified Exit Planning Advisor (CEPA®). His financial planning expertise covers retirement, investment, tax, estate, insurance, and cash flow strategies. The CPWA® certification was completed through the Yale School of Management's Wealth Management Theory & Practice Executive Education program. Additionally, he helps business owners maximize enterprise value and prepare for ownership transitions as a CEPA® designee. Gregory is a graduate of Georgia State University with a bachelor's degree in education. Gregory is actively involved in his community, serving as a board member and past board chair for the Boys & Girls Clubs of Lanier. Under his leadership, the organization was recognized as the top performing board in Georgia and the southeast U.S. He was also named a finalist for the Volunteer of the Year Award by the Invest in Others Charitable Foundation in 2015. Outside of work, he enjoys spending time with his family, golf, fly fishing, and cooking.