Gregory Brez, CFP

Gregory Brez is a First Vice President - Investment Officer with Wells Fargo Advisors, Princeton office. Greg is also a team member of the Nassau Wealth Management Group. He is a CERTIFIED FINANCIAL PLANNER? professional with more than 35 years industry experience. Greg graduated from Ohio Wesleyan University with a BA degree in Economics and a minor in Accounting. After graduating college in 1984, Greg worked on Wall Street before joining A.G. Edwards in 1991 which was acquired by Wachovia Securities which was subsequently purchased by Wells Fargo Advisors. With access to a broad array of Company resources - including Economic and Market experts - Greg can help you make informed investment decisions based on your specific needs. Greg develops Income Plans for Retirees and also helps manage portfolios for Capital Growth. He is active in establishing and servicing Company Retirement Plans, and acts as an advisor to High Net Worth Clients with Concentrated Equity Positions, Stock Options, Restricted Stock, and other Employee Benefit and Estate Planning needs. He is a current member of the Mercer County Estate Planning Council and the Pennington Business & Professionals Association. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP?, CERTIFIED FINANCIAL PLANNER? and federally registered CFP?, which it awards to individuals who successfully complete initial and ongoing certification requirements. Wells Fargo Advisors does not provide legal or tax advice.