For more than 35 years, Greg has been operating his financial advisory practice grounded in trust and integrity. He works diligently with his clients, providing them with the investment advice and service structured to help meet their unique goals and objectives. With a specialization in advisory-based accounts, Greg works with various asset managers for estate planning and retirement services. He integrates financial, retirement, education and insurance planning, annuities, mutual funds, equities and stock options into his practice, further enhancing the range of services he provides.
Previously, Greg spent time at Tucker Anthony, Lehman Brothers and Drexel Burnham Lambert. He has passed the Series 7, 63 and 65 securities exams. Greg is a graduate of Brown University and is a resident of Saunderstown, Rhode Island. He and his wife, Jane, have four sons.
