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The Gregor Group

Private Wealth Advisors

PARKWOOD FIVE

510 E. 96TH STREET, SUITE 500

INDIANAPOLIS, IN 46240

317.706.2051

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About us

Our Focus

The Gregor Group is a wealth management team with more than 80 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 the number of clients we serve.

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
  • Family governance strategies
  • Legacy and philanthropic strategies
  • Capital and finance needs
  • *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.

    *Chartered Retirement Planning CounselorSMand CRPC® are registered service marks of the College for Financial Planning.

    Meet the team

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    Martin P. Gregor

    Managing Director

    Private Wealth Advisor

    317.706.2051

    317.706.2051

    m_gregor@ml.com

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    Brian K. Schuman, CFP®, CRPC®

    First Vice President

    Wealth Management Advisor

    317.706.3156

    317.706.3156

    brian_schuman@ml.com

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    Jacob M. Knott

    Assistant Vice President

    Private Wealth Relationship Manager

    317.706.3145

    317.706.3145

    jacob_knott@ml.com

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    Janice R. Cope

    Reg Private Wealth Assoc

    317.706.2052

    317.706.2052

    janice.cope@ml.com

    Read Bio


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    Back to overview

    Meet the team

    Martin P. Gregor

    Managing Director

    Private Wealth Advisor

    317.706.2051

    317.706.2051

    m_gregor@ml.com

    Add to address book

    Read Bio

    Brian K. Schuman, CFP®, CRPC®

    First Vice President

    Wealth Management Advisor

    317.706.3156

    317.706.3156

    brian_schuman@ml.com

    Add to address book

    Read Bio

    Jacob M. Knott

    Assistant Vice President

    Private Wealth Relationship Manager

    317.706.3145

    317.706.3145

    jacob_knott@ml.com

    Add to address book

    Read Bio

    Janice R. Cope

    Reg Private Wealth Assoc

    317.706.2052

    317.706.2052

    janice.cope@ml.com

    Read Bio