Greg Colonna, Cfp® Email & Phone Number

Staten Island, New York, United States

-Establish and cultivate relationships with clients by gaining a thorough understanding of their distinctive goals and objectives - Partner with clients to assess their financial circumstances, craft customized financial strategies, and offer strategic guidance to facilitate the achievement of their financial goals.- Oversee and manage client investment portfolios, ensuring they align with clients' objectives and risk tolerance while maximizing performance.- Remain updated on financial products, investment alternatives, and market trends to provide clients with pertinent and current financial advice.- Communicate complex financial concepts clearly and effectively, ensuring clients are well-informed about their investments and strategies.- Promptly address client concerns and resolve issues, showcasing a commitment to exceptional client satisfaction- Collaborate closely with various departments, such as investment management, estate planning and tax planning teams to provide holistic advice and guidance.- Pursue professional development by staying engaged with industry trends and enhancing relevant skills.

- Lead portfolio related tasks including asset allocation changes and tax-loss harvesting execution across 500+ accounts- Research complex client situations across all financial planning areas as part of financial plan development and implementation -Provide end-to-end client service support for 500+ clients, including account openings, client onboarding, and account maintenance-Interpret and input client data to prepare and deliver financial planning projections for prospects and clients-Liaise with client custodians and former employers to execute the seamless transfer of retirement assets-Manage all money movement requests including setup of systematic deposits and withdrawals while ensuring required minimum distributions are satisfied for all clients-Coordinate and assist in preparation of materials for prospect meetings and client reviews