Partner
Current
Mar 2018 - Present
AeroLeads people directory · profile
Greg Merlino Email & Phone Number
Partner at Vallum Wealth Management
at
Vallum Wealth Management
1 work email found
@anheuser-busch.com
6 phones found area 206, 856, and 631
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner at Vallum Wealth Management
Location
Marlton, New Jersey, United States
Company size
Who is Greg Merlino? Overview
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Quick answer
Greg Merlino is listed as Partner at Vallum Wealth Management at Vallum Wealth Management, a with 3 employees, based in Marlton, New Jersey, United States. AeroLeads shows a work email signal at anheuser-busch.com, phone signal with area code 206, 856, 631, and a matched LinkedIn profile for Greg Merlino.
Greg Merlino previously worked as Partner at Vallum Wealth Management and President/Founder at Ameriway Financial Services, Inc.. Greg Merlino holds Msfs, Taxation from College For Financial Planning.
Company email context
Email format at Vallum Wealth Management
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{first}.{last}@anheuser-busch.com
86% confidence
AeroLeads found 1 current-domain work email signal for Greg Merlino. Compare company email patterns before reaching out.
Profile bio
About Greg Merlino
Partner of Vallum Wealth Management, a full service personal financial planning firm located in Marlton, NJ. Recognizing that today's financial landscape can be daunting, we work with our clients to devise tailored financial plans designed to work towards specific personal and financial goals.For a list of states in which I am registered to do business, please visit www.vallumwealth.comSecurities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Financial Planning offered through Ameriway Financial Services, a registered investment advisor and separate entity from LPL Financial.RICP conferred by The American CollegeSpecialties: Gregory Merlino, CERTIFIED FINANCIAL PLANNER™ ProfessionalSpecializes in comprehensive financial planning and investing strategies for executives, business owners, and high net worth and high income individuals, couples, and families. Services include investment strategies, retirement income planning, and income/estate tax strategic planning.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Listed skills include Key Account Development, Grocery, Sales, National Accounts, and 32 others.
Current workplace
Greg Merlino's current company
Company context helps verify the profile and gives searchers a useful next step.
Vallum Wealth Management
2 roles
Greg Merlino work experience
A career timeline built from the work history available for this profile.
President/Founder
Current
Ameriway Financial Services, Inc.
Founded in 1986, Ameriway Financial Services, Inc. (AFS), a Registered Investment Advisor, is a full service personal financial planning firm.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Mar 1986 - Present
4 education records
Greg Merlino education
Msfs, Taxation
Certified Financial Planner™
Bs, Commerce
Education record
Shawnee High School
FAQ
Frequently asked questions about Greg Merlino
Quick answers generated from the profile data available on this page.
What company does Greg Merlino work for?
Greg Merlino works for Vallum Wealth Management.
What is Greg Merlino's role at Vallum Wealth Management?
Greg Merlino is listed as Partner at Vallum Wealth Management at Vallum Wealth Management.
What is Greg Merlino's email address?
AeroLeads has found 1 work email signal at @anheuser-busch.com for Greg Merlino at Vallum Wealth Management.
What is Greg Merlino's phone number?
AeroLeads has found 6 phone signal(s) with area code 206, 856, 631 for Greg Merlino at Vallum Wealth Management.
Where is Greg Merlino based?
Greg Merlino is based in Marlton, New Jersey, United States while working with Vallum Wealth Management.
What companies has Greg Merlino worked for?
Greg Merlino has worked for Vallum Wealth Management and Ameriway Financial Services, Inc..
How can I contact Greg Merlino?
You can use AeroLeads to view verified contact signals for Greg Merlino at Vallum Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Greg Merlino attend?
Greg Merlino holds Msfs, Taxation from College For Financial Planning.
What skills is Greg Merlino known for?
Greg Merlino is listed with skills including Key Account Development, Grocery, Sales, National Accounts, Sales Management, Iri, Sales Operations, and Management.
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