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Our financial advice team


Gregg Maleri

Gregg Maleri

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
The Nolan Maleri Group

Client Satisfaction 4.9 out of 5 rating based on 11 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Investment Management

Interests

  • Golfing
  • Spending time with family
  • Traveling
  • Visiting local breweries
  • Football
  • Reading

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Fairfield University, Bachelor of Science- Finance, 1999

Previous experience

  • Barnum Financial Group, Financial Advisor, 2015-2017
  • Merrill Lynch, Financial Advisor, 2009-2015
  • Smith Barney, Financial Advisor, 2004-2009
  • Ernst & Young, Manager, 1999-2004
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