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MICHAEL GRZEDA

Merrill Lynch

I am a Financial Advisor and Certified Exit Planning Advisor (CEPA) who works with business owners to align their business, financial and personal goals. My focus is helping clients make informed decisions around wealth planning, business transition, and long-term financial strategy. By looking at the full picture, both inside and outside the business, I help owners prepare for the future with greater clarity and confidence.

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I am a Financial Advisor and Certified Exit Planning Advisor (CEPA) who works with business owners to align their business, financial and personal goals. My focus is helping clients make informed decisions around wealth planning, business transition, and long-term financial strategy. By looking at the full picture, both inside and outside the business, I help owners prepare for the future with greater clarity and confidence.

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