Greg is focused on providing strategies around accumulation, preservation and distribution of wealth for high net worth individuals and their families. This includes retirement planning, tax planning, estate planning strategies, education planning and all types of lending and liquidity options. He also has a concentration working with executives at publicly traded companies, helping them navigate the complexities of their investment positions in a tax-efficient manner.
Greg came to Morgan Stanley after spending 7 years at Merrill Lynch Wealth Management. Greg has developed a specialized perspective of the financial markets and a passion for servicing clients. While at Merrill Lynch, he was a Portfolio Advisor in Merrill One™ Investment Advisory Program, helping clients pursue their objectives by managing on a discretionary basis via custom investment strategies.
Greg is originally from West Hartford, CT and graduated with a Bachelor Degree in Business from Fairfield University. While at Fairfield he was a member of the Division I Golf team. He resides in Manhattan, New York and in his free time, enjoys playing golf and spending time with his friends & family.
He holds his Series 7 and Series 66 FINRA Registrations, as well as his Life Insurance license.
Services Include
- Financial Planning
- Retirement Planning
- Professional Portfolio Management
- Estate Planning Strategies
- Stock Plan Services
- Planning for Education Funding
- Cash Management and Lending ProductsFootnote7
- 401(k) Rollovers
- Trust Services
- Life Insurance
Securities Agent: OR, UT, WA, SC, WV, WI, VT, VI, VA, TX, TN, SD, RI, PR, PA, OK, OH, NY, NV, NJ, NH, NE, NC, MT, MS, MN, MI, ME, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, ND, MO, MD, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 1676289