Local Merrill Lynch Wealth Management Advisor Peter Greb was recently named to the 2024 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list.

Peter Greb

Greb lives in Mt. Lebanon and attended John Carroll University. He is the First Vice President at the Greb Wealth Management firm.

As a second-generation financial advisor, Peter grew up in the industry and saw the powerful difference steadfast financial guidance can make in people’s lives over the years. He joined his mother, Karen Greb, at our practice in 2012. Today in his role as Wealth Management Advisor, he supports our clients’ overall financial planning needs and brings a focus on strategically aligning multigenerational priorities. Peter also manages 401k plans for business owners and conducts employee education meetings.

Peter considers himself a natural numbers guy who enjoys digging into financial strategies. He’s also a “people” person who thrives in helping others. To Peter, being a financial advisor is more than a job — it’s a calling. He deeply appreciates providing guidance to successful younger generations as they work hard to grow and preserve their wealth. Across his efforts, Peter’s priority is to help each person and family find clarity in their goals and confidence in their decisions.

Peter graduated from John Carroll University with an Accounting degree. He lives in Mt. Lebanon with his wife, Emily, and their daughter and son, Julia and Connor. In his personal life, he’s passionate about music and film. Outside of his work and time with family, you can find him enjoying live music, visiting the local record shop, and catching a new movie. He also serves on various nonprofit boards and believes that giving back to his community is integral to a life well lived.