George Greco, CFP®

Senior Wealth Advisor
New York City, New York

Designations and Licenses

George is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

George advises clients on income tax, financial planning and investments. He also oversees cash management services.

Before joining the firm in 2009, George held positions at Merrill Lynch in securities brokerage and financial planning.

George has a bachelor’s degree in business and technology from Stevens Institute of Technology.

George’s Office

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