1. Introduction
1.1. Education
1.1.1. I graduated from Oral Roberts University in 1985 with a BA in Biblical Literature and business administration.
1.1.2. I completed a Masters degree in theology in 2017, too.
1.1.3. I have not had a business class since 1985 - pre- PCs, Windows, Macs, Office and apps. I am looking forward to this program.
1.2. Business
1.2.1. I am a Vice President, Wealth Management Adviser, and Portfolio Manager with Merrill Lynch in Houston TX.
1.2.2. We work with high net worth individuals, business owners, and executives to plan a meaningful conversion from a corporate paycheck to a retirement paycheck.
1.2.3. I hold three professional designations, CPWA®, CRPC®, and CPFA. My team has been together since 2000.
1.3. https://fa.ml.com/texas/houston/gregory-berg/?gclsrc=aw.ds&gclid=EAIaIQobChMI9bnQmd6M4QIVCK1pCh1U4QZ8EAAYASAAEgI34fD_BwE&gclsrc=aw.ds
1.4. Family
1.4.1. I celebrate my 26th anniversary with my wife on April 2nd.
1.4.2. We have a daughter and a granddaughter. They are close so we see them weekly.
1.4.3. They just traveled with us to Maui.
1.5. Personal
1.5.1. I am an avid traveler, having been to five continents and numerous countries. I enjoy photography while traveling.
1.5.2. I am a sports enthusiast, a memorabilia collector, and a coin collector.
1.5.3. I enjoy old movies and Humphrey Bogart.