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MEMBER PROFILE

 

Jeffrey Gregorio

Merrill Lynch

 

Member profile details

Membership level
DC Metro
First name
Jeffrey
Second name/initial
D.
Last name
Gregorio
Title
Senior Financial Advisor
Company
Merrill Lynch
 

CONTACT INFORMATION

City
McLean
State
Virginia
 

PROFILE INFORMATION

Call me when
you are building an advisory team and I can assist in the wealth management side of retirement, multi-generational or other complex planning within that advisory team.
Profession
  • Wealth Manager
Functional Expertise
  • Cash management
  • Charitable giving
  • Debt
  • Employee benefits
  • Employee engagement/ retention
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Lending
  • Marketing
  • Retirement
  • Risk management
  • Strategic planning
  • Trusts
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Software/Internet
  • Travel/Recreation/Leisure
In Business Since
2004
How to contact
917-570-1232 (c)
Business Focus
Wealth management and lending for business owners
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