Merrill Lynch
Wealth Management

At The Mead Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we’ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.

Our Members

Greg Mead
Senior Vice President

Greg is the founder and lead advisor for the Mead Group. He has worked in the financial services industry since 2001. Greg sets the overall direction for the team and our investment strategy. He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.  Greg is also active in alternative investments for qualified clients.  These strategies seek to enhance returns and offer further diversification to clients’ portfolios through investments in private equity, real estate, and hedge funds.

Greg graduated from the Eli Broad School of Business at Michigan State University with High Honors after achieving a 4.0 cumulative GPA. He also holds the Chartered Retirement Planning Counselor℠ designation.  Greg was named to Forbes “Best-in-State Wealth Advisors” list in 2019 and 2020.

Greg is a strong believer that we all need to make a difference in the community that we live in and he is actively involved in the community. He currently serves on the Board of Directors, as well as the Finance Committee, for the Boys and Girls Club of Greater Kalamazoo. He is also a member of the Grand Rapids Public Museum Finance Committee and has been involved with various other nonprofits in the community.

Greg and his wife Angela live with their three sons, Aiden, Hudson, and Brice in Grand Rapids, MI. When not working with clients Greg enjoys skiing, volleyball, biking, and pretty much anything active. He also has a passion for boats and cars. Greg grew up in Traverse City and spends summers there with his family.

Although the Mead Group serves clients all over the country we have offices located in Traverse City, Grand Rapids, and Portage MI.