Sanibel, FL Office

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 specializes in serving successful families, entrepreneurs, athletes, and coaches, delivering customized strategies to address their complex financial needs. With a disciplined approach, he and his team focus on preserving multigenerational wealth, pre-liquidity event planning, tax minimization, lifestyle income generation, family governance, and legacy planning. Mr. Gregor began his financial services career in 1985 and has more than 41 years of experience. Before joining Merrill in 2006, he served as Managing Director for McDonald Investments, Inc. for 16 years. He holds a bachelor's degree from Wabash College and graduated from the Executive Financial Management program at the Wharton School of Business at the University of Pennsylvania. His professional designations include Equity Plan Consultant (EPC), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He has been recognized by Barron's as one of the nation's leading advisors every year since 2009 and was named to the Financial Times Top 400 Advisors list from 2015 to 2018. Since 2018, he has been included in Forbes' "Best-in-Wealth Advisors" list. Mr. Gregor serves on the board of the V Foundation for Cancer Research and has held board positions with Carmel Dad's Club, the American Red Cross Greater Indianapolis Chapter, the Indiana Civic Theatre, among others. He resides in Carmel with his family and enjoys baseball, boating, fishing, football, golfing, hunting, running, softball, spending time with his family, and traveling.