The Gregor Jacobs Group Private Wealth Advisors

The Gregor Jacobs Group

The Gregor Jacobs Group

Private Wealth Advisors

510 E. 96TH STREET  Ste. 500
INDIANAPOLIS, IN 46240

Phone: (317) 706-2051

Martin P. Gregor ( view profile )
Private Wealth Advisor

(317) 706-2051

Christopher D. Jacobs, CIMA® ( view profile )
Private Wealth Advisor

(317) 706-2057

Margot M. Dwyer, CFP® ( view profile )
Investment Associate

(317) 706-2058

Jacob M. Knott ( view profile )
Investment Associate

(317) 706-3145

Brian K. Schuman, CRPC®, CFP® ( view profile )
Wealth Management Advisor

(317) 706-3156

Ian M. Edington CFA® ( view profile )
Reg Financial Analyst

(317) 706-3143

Nicole M. Guhl ( view profile )
Private Wealth Assoc

(317) 706-2054

Christina Y. Statz ( view profile )
Reg Private Wealth Assoc

(317) 706-2056

Anne C. Suhre ( view profile )
Private Wealth Assoc

(317) 706-3193

Our Latest Thinking

Our Latest Thinking

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Our Focus

The Gregor Jacobs Group is a wealth management team with more than 100 years of combined experience. Our team advises successful investors, wealthy families, leading entrepreneurs, venture capitalists, and senior executives who value our disciplined approach and customized offerings. We recognize that significant wealth can pose complex challenges and extraordinary opportunities. To provide the personal attention that superior wealth mandates, we limit our practice to a select number of clients.

Our Approach

In advising clients, we adhere to a rigorous wealth management process, infused with frequent client dialogue. We look to balance growth and risk, embedding the flexibility to adapt to a client’s changing needs and fluctuating market conditions. We understand the importance of preserving wealth and generating cash flow to meet each client’s lifestyle goals.

Our Strengths

In addition to our team’s extensive offerings, we provide access to the resources and capabilities of the Private Banking and Investment Group at Merrill Lynch. We operate as a boutique within one of the world’s premier financial services firms. We address a wide range of wealth management needs for ultra-high-net-worth families and individuals: managing existing or newly acquired wealth; anticipating intergenerational wealth transfer needs; coordinating a cohesive approach across external tax and legal advisors; and delineating financial goals that reflect a client’s deeply held priorities.

We offer the services and strategies that affluent clients demand:

  • Long-term cash flow strategies

  • Pre liquidity event strategies

  • Post-monetization investment management and guidance

  • Concentrated and restricted stock management

  • Integrated family office services

  • Family governance strategies

  • Legacy and philanthropic strategies

  • Capital and finance needs



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    *Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.
    *Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
    *Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
    *Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.

  • Martin P. Gregor

    Private Wealth Advisor

    Marty joined the Private Banking and Investment Group at Merrill Lynch in 2006. Throughout his career, he has focused on addressing the needs of successful investors and wealthy families. Marty began his financial services career in 1985 as a Financial Advisor with Thomson McKinnon Securities, Inc. He then moved to McDonald Investments, Inc., where he worked for 16 years was ultimately named a Managing Director. Recognized for his leadership, Marty served on McDonald Investments’ Wealth Planning Services and Investment Consulting and Committees.

    Marty has earned national accolades as a financial advisor. Barron’s Magazine named him one of the Top 1000 Financial Advisors State-by-State from 2009 – 2013.1 Within Merrill Lynch, Marty serves on the Private Banking and Investment Group’s Advisory Council to Senior Management. He holds an A.B. from Wabash College.

    Marty resides in Carmel with his family. He has served on the board of the Carmel Dad’s Club, the American Red Cross Greater Indianapolis Chapter, the Indiana Civic Theatre, and a NYSE-listed company.


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    12009 – 2013 Top 1,000 Advisor Methodology Summary: Advisors considered for the "America's Top 1,000 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

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    Martin P. Gregor is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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    Christopher D. Jacobs, CIMA®

    Private Wealth Advisor

    Chris began his career with Merrill Lynch in 1989 and joined the Private Banking and Investment Group in 2006. He has significant experience in working closely with affluent individuals and families on diverse wealth management needs. Chris has enjoyed national recognition as a Financial Advisor. Barron’s Magazine named him one of the Top 1000 Financial Advisors State-by-State in 2009 and 2013.1

    Chris graduated from Indiana University with a degree in Economics. He is a Certified Investment Management Analyst® professional (CIMA®).

    Chris resides in Carmel with his family. An active member of the community, he has served on the board of the Carmel Dads Club and is a member of the Tocqueville Society, benefiting the United Way of Central Indiana.


    __________________________________________

    12009 – 2013 Top 1,000 Advisor Methodology Summary: Advisors considered for the "America's Top 1,000 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

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    Christopher D. Jacobs, CIMA® is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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    Margot M. Dwyer, CFP®

    Investment Associate

    Margot joined Merrill Lynch in 2000. She focuses on wealth strategy, with particular emphasis on concentrated and restricted stock management. Margot is a CFP® certificant, a certification awarded by the Certified Financial Planner Board of Standards, Inc.

    Margot graduated Magna Cum Laude from Ball State University with a degree in Corporate Finance and Financial Institutions.

    Margot resides in Indianapolis with her family. She volunteers with Girls, Inc. and Jog for Joubert Syndrome.

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    Jacob M. Knott

    Investment Associate

    Jake joined Merrill Lynch in 2006. He focuses on portfolio analysis, modeling, and implementation. Jake was an early graduate of Merrill Lynch’s Path of Achievement program, a training program for Financial Advisors.

    Prior to Merrill Lynch, Jake worked for Wells Fargo Bank. Before entering the financial services industry, he spent time playing professional football. Jake graduated from Wabash College with a degree in Economics. He serves on the board of the Indianapolis Association of Wabash Men. Jake resides in Carmel with his family.

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    Brian K. Schuman, CRPC®, CFP®

    Wealth Management Advisor

    Brian joined Merrill Lynch in 2007. He started in the Industry in 1997. He currently works with high-net-worth and emerging high-net-worth clients, focusing on retirement income strategy, portfolio analysis, liability management, and asset preservation. Brian is a CFP® certificant, a certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Retirement Planning CounselorSM designation (CRPC®).

    Prior to joining Merrill Lynch, Brian served as a Financial Advisor for Wachovia Securities for ten years, following a decade as an associate for The Tom Lange Company. Brian graduated from Purdue University with a degree in Agriculture Economics.

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    Brian resides in Carmel with his family. He volunteers with Gleaners Food Bank.

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    Brian K. Schuman, CRPC®, CFP® is registered to do business in:AL, AZ, CA, CO, FL, IA, IL, IN, KS, KY, MI, MO, NC, NY, OH, PA, SC, TN, TX, VA, WI
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    Ian M. Edington CFA®

    Reg Financial Analyst

    Ian joined the Private Banking and Investment Group at Merrill Lynch in 2013. He focuses on investment strategies, research, trade execution and ongoing portfolio review. Prior to Merrill Lynch, Ian worked for CNO Financial Group. Within their investment accounting group, he focused on investment income analysis and regulatory reporting. Ian graduated from Butler University with a degree in finance. He earned his Chartered Financial Analyst® designation, a certification awarded by the CFA Institute.

    Ian and his wife live in Indianapolis.

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    Nicole M. Guhl

    Private Wealth Assoc

    Nikki joined Merrill Lynch in 2000. She focuses on treasury and cash management operations, as well as new client administration. After serving as an assistant to the sales and operations managers, Nikki joined the Private Banking and Investment Group. Nikki graduated from Vincennes University.

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    Christina Y. Statz

    Reg Private Wealth Assoc

    Christina joined Merrill Lynch in 2010. She focuses on account coordination, portfolio maintenance and new client administration. Prior to Merrill Lynch, Christina served as an Investment Advisor Representative and Limited Principal for Woodbury Financial Services. There, she concentrated on financial strategies and client servicing. Christina graduated from Purdue University with a degree in Financial Counseling and Planning.

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    Anne C. Suhre

    Private Wealth Assoc

    Anne joined Merrill Lynch in 2011. She focuses on account coordination and client services. Prior to Merrill Lynch, Anne served as a Lead Customer Service Representative at M&I Bank where she supervised and trained associates on bank operations as well as products and services.

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    Christopher Jacobs is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

    Martin P. Gregor is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

    Brian K. Schuman, CRPC®, CFP® is registered to do business in:AL, AZ, CA, CO, FL, IA, IL, IN, KS, KY, MI, MO, NC, NY, OH, PA, SC, TN, TX, VA, WI

    For questions regarding registration information please contact your Financial Advisor.
    BD78F429 (SCB*******802)