We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.
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.
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Greg has spent his entire career at Merrill, having joined the firm in 1989. He focuses on providing financial advice and strategies for ultra-high-net-worth families and businesses through Merrill Private Wealth Management. As the senior member of The O’Hare Group, Greg directs investments for his team, and is responsible for asset allocation, portfolio modeling, and investment evaluation. He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. He is also a featured speaker in Merrill’s national training program for financial advisors.
Greg is a graduate of The Ohio State University Fisher School of Business with degrees in Business Finance and Marketing. He holds FINRA Series 3, 7, 8, 63, and 65 Registrations. Greg was named to Barron’s “America’s Top 1,000 Financial Advisors: State-by-State” in 2009, 2010, 2011, 2012 and 2013* (Published annually in February. Rankings based on data as of September 30 of prior year) and Barron’s “America’s Top 1,200 Financial Advisors: State-by-State” in 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 and 2022* (Published annually in February-March. Rankings based on data as of September 30 of prior year). Greg was named to Forbes “Best-in-State Wealth Advisors” in 2018, 2019, 2020, 2021 and 2022* (Published annually Jan – April. Rankings based on data as of June 30 of prior year).
Greg is a member of Club 100 Charities and Loggerhead Marine Life Center. A volunteer for the Jupiter Tequesta Athletic Association, Greg coaches a number of basketball and soccer teams each year. He, his wife Kellie, daughters Katie and Emma, and sons Ryan and Colin reside in Jupiter Inlet Colony.
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*Source: The Barron’s “Top 1,000 Financial Advisors: State-by-State” list, published annually in February. Rankings based on data as of September 30 of prior year. Advisors considered for the “America’s Top 1,000 Financial Advisors: State-by-State” ranking have a minimum of seven years of financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year. The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year. Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Asset allocation does not ensure a profit or protect against loss in declining markets.
Leif joined Merrill in 1999 as a member of the Financial Planning Advisory Group in the firm’s headquarters in Princeton, New Jersey. During his tenure there, Leif was a financial planning instructor in Merrill’s national training program for financial advisors. In 2001, Leif joined The O’Hare Group, where he focuses on wealth management planning strategies, wealth forecasting, stock option analysis, concentrated stock strategies, and coordinating tax minimization strategies with clients’ advisers. As a member of The O'Hare Group's investment committee, Leif works closely with Greg O’Hare in providing investment research and management.
A graduate of Binghamton University with degrees in Mathematics and Economics, Leif holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He holds FINRA Series 7 and 66 Registrations.
Leif, his wife Colleen, son Caden, and daughter Aubrey reside in Jupiter, Florida.
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Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Patrick is The O’Hare Groups Private Wealth Investment Management Specialist. Patrick joined the firm in 2015 and through his prior roles has deep knowledge of the vast firm capabilities. Patrick focuses on providing integrated wealth management planning, creating wealth forecasting reports, supporting portfolio construction and portfolio reviews. Patrick works in conjunction with Mr. O’Hare and Mr. Ingebretsen on the O’Hare Group’s Investment Committee.
Patrick is a graduate of the University of South Carolina with a degree in Economics. He holds the CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc., he earned the Chartered Retirement Planning Counselor designation and Series 7, 63 and 65 FINRA registrations.
Residing in Jupiter FL Patrick enjoys spending time with family, golfing and reading.
Karen is a veteran of the wealth management industry. Drawing on more than 20 years of industry experience, Karen is often the first line of contact on a wide range of administrative and operational services that support the day-to-day management of The O’Hare Group. Originally born in England, Karen is a Graduate of Broward College and holds Series 7, 9, 10, 63 and 66 FINRA registrations.
Taylor has spent his entire career in financial services at Merrill as a client service associate. Originally from Connecticut, Taylor is a graduate of Sacred Heart University with a bachelors degree in Business Adminstration and was a 4 year division one golf athlete. Taylor is a service lead for The O’Hare Group and is the first point of contact for clients daily needs. Taylor holds Series 7, and 66 FINRA registrations.
Kellie joined Merrill in 2015 as a strategic member of The O’Hare Group. Kellie is a strong ambassador with a focus on philanthropic needs for the ultra-high net worth. A graduate of The Ohio State Fisher School of Business, Kellie holds Series 7, and 66 FINRA registrations.
Cody has spent his entire career in financial services at Merrill supporting financial advisors. Cody is an active member of the Airforce Reserves and a graduate from University Of North Florida with a bachelors degree in biomedical science. Cody handles administrative task for The O’Hare Group and is often the first point of contact for client requests. Cody holds Series 7, and 63 FINRA registrations.
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.
Gregory J O'Hare
Barron's "Top 1,200 Financial Advisors: State-By-State" 2022 Published on March 11, 2022. Rankings based on data as of September 30, 2021.
Forbes "Best-in-State Wealth Advisors" 2022 Published on April 7, 2022. Rankings based on data as of June 30, 2021.
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.
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.
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.
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.
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