Gregory Leone, AIF®, CIMA®, CPFA

Greg is an accomplished retirement, investment and insurance executive with extensive experience in the development, design, and management of all aspects of group retirement plans, executive benefit plans and endowments. He is a seasoned fiduciary advisor that takes a dynamic approach to plan design, investment advisory, and participant services for all types of qualified and non-qualified retirement plans.

Greg also provides fiduciary investment advisory services to select high net worth clients, utilizing a holistic,multidisciplinary approach to the interconnected challenges and opportunities that wealth brings. Greg dives deep into critical areas of wealth planning and preservation, including sophisticated tax management and wealth transfer tools, to develop a complete framework for a retirement plan.

Greg has over 25 years of insurance and investment management experience. Prior to joining Georgetown Financial Group, he worked for several national and regional firms, most recently serving as Director, Retirement and Executive Benefit Services at Crystal & Company, a Manhattan brokerage firm. He was also Vice President of Sales and Marketing for Meyer Chatfield, a Philadelphia based firm specializing in the placement of Bank Owned Life Insurance, Manager of Design and Analysis for Clark Consulting in Dallas, Texas and a Senior Financial Analyst for the Newport Group in Orlando, Florida.

Greg graduated from Florida State University with a Bachelor of Arts in Mathematics. He holds the Series 7, 63, 65 and 24 securities registrations. He also holds the following professional designations; Accredited InvestmentFiduciary ®, Retirement Management Advisor®, Chartered Plan Fiduciary Advisor®, Certified InvestmentManagement Analyst ® offered in conjunction with the Wharton School, University of Pennsylvania. Greg is also a veteran of the United States Navy.