Gregory Ohl Email & Phone Number

I have been in the financial services industry since 2000 and have spent the majority of my career with Heritage Seubert Financial. I work with high net worth individuals, corporations and families in managing all aspects of their finances and investments. I have been named as one of the Platinum Council with Wells Fargo Advisors Financial Network for the years 2016, 2017, 2018, 2019, 2020, and 2021. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. I am a graduate of Duquesne University, with a B.S. in Finance and Information Technology. I specialize in Asset Management with an emphasis on the conversion of savings to income streams and Social Security Income Planning options as well as Retirement Plan Fiduciary Consulting along with participation in educational services including IRA distribution strategies and employee transitional counseling. I provide objective and unbiased advice. Our firms resources are deep and multidimensional by accompanying unparalleled client experience.This information is intended for use by residents of CA, CO, CT, FL, IL, IN, MD, ME, MI, MO, NC, NE, NJ, NY, OH, OR, PA, SC, TX, VA, WA, and WV only.(CA Insurance License Number 0E26007. Resident State PA)/*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Listed skills include Investments, Finance, Retirement Planning, Mutual Funds, and 13 others.

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  Duquesne University

  Business Administration And Management, Finance