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Merrill Lynch

Gregor Private Wealth Group

Private Wealth Advisors

Phone

317.706.2051

Address

510 E. 96th Street
Suite 500
Indianapolis, IN 46240

Learn more about an advisor's background on
FINRA's BrokerCheck

We provide wealth management solutions and personalized attention to a limited number of wealthy individuals and families. We combine our experience and understanding of complex financial needs with the broad capabilities of a global institution to help address your goals.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Advisor if you have questions about how a specialist might be able to assist you.

Matthew Vandenack

Private Wealth Strategist

Merrill

Nicholas S Kiryakoza

Wealth Management Banking Specialist

Merrill

Casey L Glisson

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1077099

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Martin P Gregor

Financial Times "400 Top Financial Advisers" 2015 - 2018
Published annually Mar - April. Rankings based on data as of June 30 of prior year.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2009 - 2024
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Forbes "Best-in-State Wealth Advisors" 2018 - 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Company Founders, Private Business Owners & Entrepreneurs

When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family’s legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life’s work. We are dedicated in providing the experience and resources to help support your ongoing success.

Intergenerational Family Wealth

As a family that spans multiple generations, you have needs that go beyond preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the rising generation become effective stewards. We can help with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create an approach that reflects your family’s intentions and helps ensure your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth helps  us to see and share best practices to help you achieve them.

Corporate Executives

We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your finances and compensation require. We can help with risk management strategies for your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements. If you’ve just been promoted and would like help evaluating your new compensation plan, or if you’re looking to develop a long-term financial strategy for you and your family — designed to enable you to live life as you want it, with reliable access to cash — we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.

Professional Athletes

As a professional athlete, you understand how grit and determination have helped you succeed in a challenging environment, as well as the unique financial needs that come with your success. At Merrill Private Wealth Management, we are focused on helping you enjoy the lifestyle you have worked so hard to achieve while striving for the financial future you want for yourself and your family. Drawing on our extensive capabilities and the broad resources of a global institution, we offer financial strategies designed to help simplify the complexities of your financial life and build the legacy you envision.

Family Offices

As private wealth advisors with Merrill Private Wealth Management, we work with prominent families to help them manage the ongoing complexities they face. Our deep experience with family offices enables us to tailor a range of services to help meet your specific needs. We can provide access to Merrill for investment and wealth management strategies, and to Bank of America for governance, asset custody and administration, as well as assisting in the financial education of younger family members. In working with you to create and implement plans reflecting your specific intentions, our goal is to help your family enterprise succeed, and that your knowledge and values are passed along to the next generation. Together, we will focus on strategies that recognize the unique nature of your family’s mission, history and goals.

Women

As a woman, you are well aware of how inaccurate stereotypes about gender and money can be. Beyond some specific challenges — for example, planning for the statistical probability of outliving a spouse — managing your finances means avoiding preconceived assumptions while gaining a full understanding of who you are as an investor and what you want to achieve for your career, your family and your legacy. Merrill Private Wealth Management works with a select group of wealthy individuals and families to help them pursue the goals that matter most to them. We strive to get to know our clients on a personal level so we can offer boutique-like services and the resources of a global firm to create financial strategies specifically for their life and needs.

Foundations and Endowments

An investment portfolio tailored to your needs is crucial to advancing your organization’s mission and carrying on its important work. We have extensive experience working with endowments and foundations and have a keen understanding of the requirements and responsibilities of board and committee members for investment management and financial oversight. The strategies we construct are carefully designed to help promote stability, efficiency and growth under a variety of market conditions. We also offer advice on board governance and reporting, and help in meeting regulatory and operating challenges. We provide access to the customized services your organization needs with discretion and skill.

Nonprofit organizations

Your passion drives your organization’s mission, and you depend on an investment portfolio and an effective staff to carry on its important work. As private wealth advisors with Merrill Private Wealth Management, we have experience working with nonprofit organizations. We possess a keen understanding of the challenges you face, including maintaining operational efficiency and productivity through uneven market circumstances, growing competition for donations, and increased fiduciary requirements. Drawing on our extensive capabilities to help you fulfill your organization’s mission, we can provide access to the customized services your organization needs with discretion and skill, such as strategic planning, portfolio management, administrative and board support, and advisory solutions.

Digital Capability Resources

In a fast-paced and constantly changing world, convenient secure access to your information is more important than ever. The Gregor Group is proud to offer our clients access to Merrill’s suite of cutting edge digital tools and capabilities. Below, are 10 top digital resources we offer clients, in our approach to the new digital world:

  1. Authorize Account Access (3rd Party)

  2. Digital Welcome Kit 

  3. e-Signature

  4. Go Paperless with Online Delivery

  5. Merrill Website Overview

  6. Mobile Check Deposit

  7. My Financial Picture

  8. MyMerrill Mobile App

  9. Sending Documents to Your Advisor

  10. Secure Inbox

Our Approach

We take a focused approach, embedded in a sense of calmness, objectivity, and transparency. Our objective is to provide clients with a sense of freedom and confidence in knowing that we can help them achieve their desired life outcomes. In advising clients, we adhere to a rigorous wealth planning process, infused with frequent client dialogue. We look to balance growth and risk, embracing the flexibility to adapt to a client’s changing needs and fluctuating market conditions. We understand the importance of preserving wealth and generating cash flow to help meet each client’s lifestyle goals.

Our Focus

Gregor Private Wealth is a private wealth management team that has been delivering a family office-like experience since 1985 to successful investors, wealthy families, sports professionals, leading entrepreneurs, venture capitalists, wealth creators and senior executives who value our disciplined approach and customized offerings. We recognize that significant wealth can pose complex challenges and extraordinary opportunities. To provide the personal attention that this type of wealth mandates, we limit the number of clients we serve.

Our Strengths

In addition to our team’s extensive offerings, we provide access to the resources and capabilities of Merrill Private Wealth Management. We operate similarly to a boutique within one of the world’s premier financial services firms. We address a wide range of wealth management needs for ultra-high-net-worth families and individuals: managing existing or newly acquired wealth; anticipating intergenerational wealth transfer needs; coordinating a cohesive approach across external tax and legal advisors; and delineating financial goals that reflect a client’s deeply held priorities.

We offer the services and strategies that affluent clients demand:
  • Pre liquidity event strategies
  • Long-term cash flow strategies
  • Post-monetization investment management and guidance
  • Concentrated and restricted stock management
  • Asset preservation strategies
  • Goal funding that begins with balance sheet analysis
  • Family governance strategies
  • Legacy and philanthropic strategies
  • Capital and finance needs
  • Access to credit and lending through Bank of America
  • Proven service model
  • Intellectual capital focused on our clients' priorities 


*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.