Managing Director - Investments
CurrentI joined Wells Fargo Advisors in 2007, and have been a registered investment professional since 1983. I hold Series 7, 63 and 65 securities registrations.
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@wfadvisors.com
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4 phones found area 503, 800, and 218
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Greg Dufault is listed as Managing Director - Investments at Dufault, Smith and Meeuwsen Wealth Management Group of Wells Fargo Advisors at Dufault, Smith and Meeuwsen of Wells Fargo Advisors, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at wfadvisors.com, phone signal with area code 503, 800, 218, and a matched LinkedIn profile for Greg Dufault.
Greg Dufault previously worked as Managing Director - Investments at Dufault, Smith And Meeuwsen Of Wells Fargo Advisors and Sr VP. Investments at Smith Barney. Greg Dufault holds English from Sacramento State.
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The Dufault, Smith & Meeuwsen Wealth Management Group is a team of highly experienced financial advisors who have decades of experience diligently serving high-net-worth members of their community and their clients' families.Backed by more than 35 years of experience in the industry, I am the Managing Director - Investments of our team. Having worked previously with Piper Jaffray & Hopwood, as well as Smith Barney, I feel I am a highly credentialed advisor who leverages the complementary skill sets of my team members in order to provide my clients and their families with personalized, goal-based wealth management guidance.I attended Cal State in Sacramento, and soon after began my career in the financial services industry.I consider myself lucky to be able to give back to Portland-area organizations, and I currently serve on the board of Willamette View Foundation. Away from work, I enjoy spending time with my wife, Donna, as well as focusing on my hobbies – aviation, fly fishing, golf, and exercise.Our team is currently accepting new clients and appreciates your referrals. We welcome the opportunity to meet with you to learn about your specific situation and explore whether we can be of benefit to you.This information is intended for use only by residents of: AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KY, MD, MA, MI, MN, MO, MT, NC, ND, NJ, NM, NV, NY, NC, OH, OR, PA, SC, SD, TX, UT, VA, VT, WA, WI, and WY..CA Insurance License Number 0C29968. Resident State: OR. Please contact me by email [greg.dufault@wfadvisors.com] or by phone [503.603.2147]. I cannot respond to messages through LinkedIn InMail./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Listed skills include Investments, Strategic Planning, Securities, Investment Strategies, and 12 others.
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Lake Oswego, Oregon
I joined Wells Fargo Advisors in 2007, and have been a registered investment professional since 1983. I hold Series 7, 63 and 65 securities registrations.
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Greg Dufault works for Dufault, Smith and Meeuwsen of Wells Fargo Advisors.
Greg Dufault is listed as Managing Director - Investments at Dufault, Smith and Meeuwsen Wealth Management Group of Wells Fargo Advisors at Dufault, Smith and Meeuwsen of Wells Fargo Advisors.
AeroLeads has found 1 work email signal at @wfadvisors.com for Greg Dufault at Dufault, Smith and Meeuwsen of Wells Fargo Advisors.
AeroLeads has found 4 phone signal(s) with area code 503, 800, 218 for Greg Dufault at Dufault, Smith and Meeuwsen of Wells Fargo Advisors.
Greg Dufault is based in Portland, Oregon Metropolitan Area, United States while working with Dufault, Smith and Meeuwsen of Wells Fargo Advisors.
Greg Dufault has worked for Dufault, Smith And Meeuwsen Of Wells Fargo Advisors, Smith Barney, and Piper Jaffray.
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Greg Dufault holds English from Sacramento State.
Greg Dufault is listed with skills including Investments, Strategic Planning, Securities, Investment Strategies, Retirement Planning, Risk Management, Asset Allocation, and Financial Advisory.
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