Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Professional associations

  • Board Member: United Way of the Valley & Greater Utica
  • United Way of Greater Utica allocations panelist 20 years
  • Ameriprise Franchisee Advisory Council: current member
  • North Utica Kiwanis past president
  • North Utica Rotary past president

Community participation

"Helping those who cannot help themselves" is my reward President of the Board of Directors of United Way of the Valley and Greater Utica, as well as having served as an allocations member or chair for the past 21 years. I also have the good fortune of being on the board of directors of United Way of New York State

Interests

My son, Gregory II, sailing the "Morra Less", my 2 collies, one cat and "playing in the dirt" (gardening)