Gregory W Middleton - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

Gregory W Middleton

Vice President

Global Wealth Management

OXMOOR PLACE
101 BULLITT LANE
Floor 04
LOUISVILLE, KY 40222

Phone: (502) 329-5115
Email:

Directions to Branch

PROFESSIONAL STAFF

(502) 329-5077

Client Associate

PROFESSIONAL PROFILE

Greg Middleton is a Financial Advisor in the Merrill Lynch Louisville office. With more than 9 years of experience working in the financial services industry, Greg provides individuals, families and small businesses with a range of unique and personally tailored financial solutions.

Greg is a Chartered Retirement Planning CounselorSM and Certified Financial Manager, graduated from Bellarmine University and received his M.B.A. from Bellarmine's Rubel School of Business. Greg currently resides in Prospect, Kentucky with his wife Julie and their two children.

What I do: Create, Grow, Protect and Distribute Wealth
Manage investments and cash flow
Control liabilities (loans and mortgages)
Asset allocation and diversification management
Tax exposure minimization
Insurance coordination: life, disability, long-term care
Retirement account distribution
Estate and trust planning

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Gregory Middleton is registered to do business in: DE, FL, IL, IN, KY, MI, MN, MO, NV, OH, TN, TX

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