Knowledge is the key to a successful financial future. My background, experience and commitment to providing the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend specific strategies designed to meet their current needs, and more importantly, their future needs.Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.www.harrisgregory.com

CFO of Fedex Delivery routes that provide service within NYC.

I use a financial process demonstrating specific strategies that help clients attain greater efficiency. When done properly it has the propensity to minimize or avoid risk exposure to taxes, inflation, market risk and longevity. This being attainable without negatively impacting a clients cash flow or lifestyle.

I volunteered with this organization to help with every aspect of their finances. By doing so, it allowed them to focus on what they did best. Spreading awareness for breast cancer, diabetes, child abuse, prostate cancer, domestic violence and hunger.

Primarily helped customers discover their financial needs and partnered with specialists to ensure all goals were met.

Participated in the Professional Foundations Program. I was responsible for acquiring high net worth clients and conducted in-depth business development research for review by the Senior Vice President.