Grey Merryman
Wealth Relationship Director, Head of Wealth Planning @Atlantic Union Bank Wealth Management
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WORK HISTORY
Wealth Relationship Director, Head of Wealth Planning @Atlantic Union Bank Wealth Management
Charlotte, NC, US
I bring over 30 years of experience in financial services to Atlantic Union Bank Wealth Management. As a Wealth Relationship Director, I develop customized strategies for my clients that include investment, estate, and retirement plans, as well as business transition plans for business owners. My clients have always come first. My entire career has been focused on one mission: giving clients great advice about what to do with their companies, their portfolio and other assets. I’ve always tried to help my clients find answers to the questions that they struggle with to give them peace of mind about their finances.\\\\n\\\\n
EDUCATION
The George Washington University
Bachelor of Business Administration - BBA, Finance
ABOUT GREY MERRYMAN
I am a highly analytical and solutions-focused financial services professional with extensive experience as a manager, consultant, wealth planner, with skills in executing a variety of corporate finance transactions. I do this by giving good advice to business owners about their companies, but also integrating personal financial, wealth planning and family dynamics into the advice I deliver. I have been successful because my experience and education have provided excellent skills in the areas of business and wealth planning, finance, accounting, tax, securities analysis, and valuation. I have a proven ability to lead high performance teams with personal experience selling consulting and wealth management services to high net worth clients
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