PROFESSIONAL PROFILE

The HGG Group Philosophy

Our practice is centered on three key principles: Access, Perspective, and Accountability. As your single point of contact inside of Merrill Lynch, a firm that serves the oftentimes complex needs of wealthy families, we provide access to the resources and capabilities necessary to coordinate and simplify your financial affairs. Our 70 years of combined experience – all at Merrill Lynch – provides us with a seasoned perspective that translates to empathetic but still objective advice and guidance. Finally, with regular contact and our dedication to execution and follow-through, we handle client affairs professionally, efficiently, and with a personal touch.

Greg Harned, Wealth Management Advisor
Greg is a First Vice President - Investments and has been with Merrill Lynch since 1985. He holds a BA from the University of Oklahoma, an MBA from Southern Methodist University and is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Greg was the Resident Director of the Merrill Lynch office in Plano, TX from 1994 to 1999.

Kirk Greer, Wealth Management Advisor
Kirk is a Vice President and has been with Merrill Lynch since 1996. He holds a BA in Economics from Southwestern University. Kirk served as the Legacy Park Office Sales Manager from 2007 to 2010. Additionally he managed the training program for new advisors in the Plano office during that time and has twice been recognized as Mentor of the Year.

Daniel O'Leary Greer, Financial Advisor
Daniel joined Merrill Lynch and the HGG Group in 2008 after graduating Summa Cum Laude from Illinois State University with degrees in Economics and History. Daniel currently manages the training program for new advisors in the Plano Office and he served as the Legacy Park Sales Manager from 2011 - 2012. Daniel enjoyed an earlier career with the US Army where he served as an infantry soldier with the Army's prestigious 101st Airborne Division.

Crystal Hahn, Financial Advisor
After spending ten years in the insurance and financial services industry, Crystal made the decision to become a part of the Merrill Lynch organization in 2011. Merrill Lynch’s long, rich history of client service has provided Crystal with a platform to deepen the services she is capable of delivering to clients. Her previous work experience and involvement in women’s organizations has prepared her to address each client’s unique financial situation with a focus on female executives and business owners.

Mary Ferrell, Senior Registered Client Associate
Mary started her career with Merrill Lynch in 1984 and has extensive experience servicing high net-worth clients. Always client-focused, Mary has been awarded the Greater Dallas Complex Client Associate Award for providing exemplary service.

Jeff Frank, Senior Wealth Management Banker
You may also benefit from the experience of a Wealth Management Banker from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Wealth Management Banker can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Jeff Frank, Senior Vice President, Wealth Management Banker supports your Financial Advisor team. Jeff has been in the banking industry and wealth management since 2001 at Bank of America.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com