George Greco, CFP®
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.