Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. This all-encompassing process, with frequent and personal communication, contributes to our exceptional service philosophy which our clients welcome and have come to expect.
John, with his partner established the Wealth Advisory Group in March of 2016. Prior to that, John spent 6 years at Capitol Securities Management as a First Vice President of Investments and Regional Branch Manager. From 1996 until 2009, John was with Merrill Lynch as a Senior Financial Advisor. John, a graduate of Merrill Lynch's renowned Professional Development Program, was a member of the firm's Winner Circle, Presidents Club and Executive Club. Prior to joining Merrill Lynch, John served as an equities trader Chase Investment Services. He has obtained FINRA Series 7, 63, 65 and 24 Licenses as well as his Life and Health Insurance Licenses. He also received the Chartered Retirement Planning Counselor from the College of Financial Planning. John focuses primarily on assisting clients in the development of financial and investment strategies and solutions. His responsibilities include asset allocation analysis, hedging and diversification strategies and investment selection. A lifetime resident of Morris County, John currently lives in Morris Township with his wife Jacqueline and their three children Taylor, John Patrick and Jack.
Manging Partner - Wyckoff
Gregory, with his partner, established The Wealth Advisory Group in March of 2016. Prior to that, Gregory spent 6 years at Capitol Securities Management, Inc. as a First Vice President of Investments. Prior to that affiliation, Gregory was with Oppenheimer & Company, Smith Barney, Shearson Lehman Brothers and other major wire-houses throughout his 33+ years in the securities brokerage industry. He has obtained FINRA Series 7, 63, 65 and the General Securities and Options Supervisory Series 8 license as well as his Life and Health Insurance professional licenses. Gregory focuses primarily on assisting clients in the development of financial and investment strategies and solutions. His responsibilities include asset allocation analysis, hedging and diversification strategies and investment selection. Gregory and his wife Susan have two children, Tania and Gregory II and reside in Northern New Jersey with their two rescue dogs and two cats.
Client Relationship Manager
Tara, the newest addition to our team, comes to us from Hawk Graphics, Inc. where she was Vice President of Sales. Often the first point of contact, Tara's role with The Wealth Advisory Group is to enhance the client experience by providing the superior service that our client’s expect. As a Licensed Life Insurance Specialist, Tara often runs point on our clients insurance needs.
She lives in Mendham, NJ with her two children, Michael and Jack. When she is not working she is active in her children’s school PTA. Her hobbies include skiing, karaoke and gardening.