Gregory Smith

Planning Consultant

Gregory Smith is an experienced financial services professional with a strong background in wealth management and relationship management. Currently serving as a Relationship Manager at Fidelity Investments since September 2021, Gregory has held multiple roles within the organization, including Financial Representative and Wealth Management Service Specialist. Prior experience includes working as a Registered Assistant at EBNY Financial, Financial Professional at Equitable Advisors and AXA Advisors, and gaining diverse skills in customer service and training as a Head Server/Trainer at Piattino Neighborhood Bistro. Gregory's educational background includes a Bachelor's Degree in Finance and Marketing from Seton Hall University and an Associate’s Degree in Business Administration from County College of Morris.

Location

Hoboken, United States

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