Grey Merryman, CFA®
Senior Vice President, Wealth Relationship Director and Head of Wealth Planning, Wealth Consulting Group
Office Phone: 704-208-3460
Grey brings over 30 years of experience in financial services to Atlantic Union Bank Wealth Management. As a Wealth Relationship Director, he develops customized strategies for his clients that include investment, estate, and retirement plans, as well as exit strategies for business owners.
Grey’s 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,” he says. “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.”
Originally from Pennsylvania, Grey holds a BBA in Finance from The George Washington University and a Chartered Financial Analyst (CFA®) designation from the CFA Institute. He currently resides just north of Charlotte, North Carolina with his wife and children.
When he’s not helping clients, Grey loves wakeboarding, waterskiing, fishing, hunting, spending time on his boat with his family, and riding his Harley Davidson.
Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, private banking, and trust and estate services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Deposit products are provided by Atlantic Union Bank, Member FDIC.