Greta Farley

Q: What is Greta Farley email address?

Email Greta Farley at gretafarley@gmail.com and greta.farley@ml.com. This email is the most updated Greta Farley's email found in 2026.

Q: How to contact Greta Farley?

To contact Greta Farley send an email to gretafarley@gmail.com or greta.farley@ml.com. If you want to call Greta Farley try calling on 7123399687. (updated on May 19, 2025)

Senior Financial Advisor at Merrill Lynch | Stillwater, Minnesota, United States

About Greta Farley

Greta Farley, Senior Financial Advisor with the Duddingston Sylvester Group at Merrill Lynch, brings a wealth of expertise and a personalized approach to helping clients navigate their financial futures. Based out of Stillwater, MN, Greta serves as a trusted partner in developing comprehensive financial plans that encompass investment strategies, retirement planning, tax optimization, and estate strategies. Her role involves more than just managing portfolios; she acts as a strategic advisor, leveraging her Certified Financial Planner designation and extensive experience in retail marketing, community outreach, and cross-functional team leadership to deliver tailored solutions that align with each client’s unique goals.

Greta’s current projects often focus on integrating innovative investment strategies with cash management and business growth strategies, ensuring her clients are well-positioned for both short-term stability and long-term wealth accumulation. Her collaborative problem-solving skills enable her to work seamlessly with clients, local government officials, and community organizations to foster financial literacy and promote sustainable economic development within the Stillwater area. Greta’s expertise in planning and zoning further enhances her ability to advise clients on real estate investments and estate planning, ensuring comprehensive wealth management.

With a keen understanding of retail marketing and community outreach, Greta excels at building strong client relationships rooted in trust and transparency. Her holistic approach combines technical proficiency with a genuine commitment to client success, making her a valuable resource for individuals and families seeking clarity and confidence in their financial journey. Whether guiding clients through complex investment decisions or helping them plan for a secure retirement, Greta Farley is dedicated to serving as their personal GPS in the labyrinth of financial planning.

Greta Farley Work

Senior Financial Advisor at Merrill Lynch in August 2022 to Present

Financial Advisor at Edward Jones in February 2017 to August 2022

City of Orleans Planning and Zoning Commission at City of Orleans, IA in January 2016 to June 2022

Greta Farley Education

Iowa State University, November 2026

Stillwater Area High School, November 2026

Greta Farley Skills

Collaborative Problem Solving

Certified Financial Planner

Business Growth Strategies

About Greta Farley's Current Company

Merrill Lynch

Discover more about Merrill Lynch

Frequently Asked Questions about Greta Farley

What is Greta Farley email address?

Email Greta Farley at [email protected] and [email protected]. This email is the most updated Greta Farley's email found in 2026.

What is Greta Farley phone number?

Greta Farley phone number is 7123399687.

How to contact Greta Farley?

To contact Greta Farley send an email to [email protected] or [email protected]. If you want to call Greta Farley try calling on 7123399687. (updated on May 19, 2025)

What company does Greta Farley work for?

Greta Farley works for Merrill Lynch

What is Greta Farley's role at Merrill Lynch?

Greta Farley is Senior Financial Advisor

What industry does Greta Farley work in?

Greta Farley works in the Financial Services industry.