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Martin G
Series 63, Series 65
Sanibel, FL
Merrill
Martin Gregor is a Private Wealth Advisor with Merrill Private Wealth Management and the founder of the only Private Wealth Management team located in Indiana. He has 41 years of experience serving successful families, entrepreneurs, athletes, and coaches by delivering customized strategies to simplify complex financial lives. He leads a team of private wealth advisors and is part of Merrill's Sports and Entertainment Program. Gregor's career began in 1985 as a Financial Advisor with Thomson McKinnon Securities, Inc., and prior to Merrill, he served as Managing Director at McDonald Investments, Inc. for 16 years. He holds a bachelor's degree from Wabash College and completed the Executive Financial Management program at the Wharton School of Business at the University of Pennsylvania. Professional designations include Equity Plan Consultant (EPC), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He has been recognized by Barron's, Financial Times, and Forbes for his advisory work. Gregor has served on the boards of the Carmel Dad's Club, the American Red Cross Greater Indianapolis Chapter, the Indiana Civic Theatre, and the V Foundation for Cancer Research. He resides in Carmel with his family and enjoys activities such as baseball, boating, fishing, football, golfing, hunting, running, softball, spending time with family, and traveling.
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