Wealth Plan Advantage
130 Washington Street
Morristown NJ 07960
Scope of Work
Greg serves as a Wealth Manager for WealthPLAN Partners. Utilizing a disciplined approach, Greg works with his clients to develop a cohesive strategy to address their most complex financial goals and needs. This comprehensive approach covers wealth management issues in the areas of estate planning, investment management, business succession planning, corporate stock option planning, insurance, retirement planning, and charitable planning. He will work with you personally to understand your needs and provide you with a customized game plan aimed at pursuing your goals.
Prior to joining WealthPLAN Partners, Greg grew an independent wealth management firm with over $250 million in assets under management, serving as a Senior Managing Director and Investment Advisor, responsible for building financial plans and developing portfolio solutions for his affluent clients. He also was a voting member of the firm’s investment policy committee. In his 23+ years in financial services, Greg has also served as a Registered Principal responsible for financial advisor supervision and branch management activities.
Greg received his Bachelor of Arts degree from Boston College where his studies included English literature, economics, political science and history. Greg also earned a football scholarship to Boston College and graduated in 1989. After graduation, Greg continued his advanced studies in the Master of Arts program, Industrial Psychology.
Greg, and his wife Sherry and his three children Gregory, Leo and Vivian live in historic Morristown, New Jersey.
*Securities registrations held with LPL Financial.
Greg Nardolillo is a Registered Representative with, and securities are offered through, LPL Financial. Member FINRA/SIPC.