Jeffrey Gregorio of Merrill Lynch is a member of XPX DC Metro

Jeffrey D. Gregorio

Senior Financial Advisor

McLean, Virginia

Professional Profile

Call Me When

Call Me When... You are building an advisory team and I can assist in the wealth management side of retirement, multi-generational or other complex planning within that advisory team.

Contact Method

917-570-1232 (c)

Profession

  • Wealth Planner
  • Professional Certifications

    Functional Expertise

  • Cash management
  • Charitable giving
  • Debt
  • Employee benefits
  • Employee engagement/ retention
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Lending
  • Marketing
  • Retirement
  • Risk management
  • Strategic planning
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Wealth management and lending for business owners

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Software/Internet
  • Travel/Recreation/Leisure
  • Client Results

    Membership

    DC Metro

    Member Since

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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