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Meet our Team

A Teamwork Approach to Advisor Support

Today’s complex industry calls for a wide range of specialized skills that no single financial advisor can command alone. At Georgetown Financial Group, we are a source of collective wisdom that spans virtually every niche and topic, with professionals who are highly experienced and educated in their respective fields. Together, we empower and educate advisors on sound techniques for strengthening client relationships, winning prospects, and creating a disciplined business approach and comprehensive offering. Wherever you are today, Georgetown Financial Group can help you reach your business goals. With this team at your back, along with our robust business solutions and a wealth of resources, you’ll have all the support you need to thrive in your independent practice.

Robin Condon

Robin Condon

OSJ Compliance & Supervision Manager

203-544-9300 x 51

Timothy J.  Smith, CLU ChFC

Timothy J. Smith, CLU ChFC

Insurance Brokerage Manager

203-544-9300

203-544-9967

Gregory Leone, AIF®, CIMA®, CPFA

Gregory Leone, AIF®, CIMA®, CPFA

Director, Retirement Plan Services, Financial Advisor

203-542-2021

203-544-9967

Our Services

We are a one-stop shop designed to assist advisors with all your operational and business development needs. Let us be a true partner to you and your practice.

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Ready to build something better together? Our team of caring, dedicated professionals are always standing by. Contact us today to get started. We look forward to working with you!

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About Us

Established in 1991, GFG exists to empower you as an independent advisor to be the trusted guide of your clients’ financial futures. We’re dedicated to our tight-knit community and strive to nurture long-term relationships.

About Us