Greg joined Adviser Investments as a client service associate in 2021. He assists financial advisors with client inquiries, database management, paperwork and transferring of funds. He began his career at Waddell & Reed. During his time there, Greg helped migrate and re-register all the firm’s client accounts following its acquisition by LPL Financial. He graduated from Siena College, where he received his B.S. in finance. Greg lives in Peabody, MA, with his parents and younger brother. He loves to lift weights and play basketball in his free time and enjoys trying new barbecue food.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC