Gregory Proechel

+1 201 904 2181
+1 973 998 6956

Gregory joined The Wealth Advisory Group as a Partner 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 wirehouses throughout his 40+ years in the securities brokerage industry. He 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 primarily assists clients in developing financial and investment strategies and solutions. His responsibilities include asset allocation analysis, hedging, 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.