Gregory Beane serves as a Resident Director at Merrill Lynch Wealth Management. He began his career with Merrill in 1990 and has been based on the Eastern Shore of Maryland since 1997. Throughout his tenure, Gregory has focused on helping multi-generational families, small businesses, and nonprofit organizations address both their short-term and long-term financial goals. Gregory holds a bachelor’s degree from James Madison University and maintains the professional designation of Personal Investment Advisor (PIA). His team takes a holistic approach to wealth management, advising clients on strategies that encompass both the growth and preservation of their personal balance sheets. His expertise includes divorce transition planning, family wealth management strategies, legacy planning, retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income. In addition to his professional work, Gregory is involved in his community through coaching youth hockey and participating in local organizations such as the Tidewater Rotary Club. He resides in Royal Oak, Maryland with his wife and two children. His interests include fishing, golfing, ice hockey, running, and skiing.