Merrill Lynch Financial Advisor Gregory Mallgraf

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Gregory Mallgraf is a financial advisor based in Southampton, New York, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Gregory specializes in creating personalized financial plans that address both short-term and long-term objectives. His practice focuses on helping clients navigate their financial journeys with informed decision-making and strategic planning.

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