Gregory Chevrier is a seasoned financial advisor with over 25 years of experience in the industry. As founder of, The Gregory Group of Wells Fargo Advisors, he has rose in the ranks as a Managing Director – Investment Officer and PIM Portfolio Manager, providing fiduciary services to his clients.

Greg and his team concentrate in comprehensive retirement and executive planning working closely with CPAs and estate planning attorneys to help offer the best possible advice. They employ the unique approach of utilizing the three layers of money creating buckets of assets based on time horizons and risk propensity, which is a strategy designed to help reduce volatility and aims at creating a path to and in retirement.

One of Gregory’s notable achievements is his strong relationship with the employees of large fortune 500 companies. He has become proficient in navigating the complexities of pension options, healthcare, executive compensation plans and Social Security benefits for these individuals and their families. Through his expertise, he and the team have helped countless employees make informed decisions about their financial future.

Gregory is well-respected for always prioritizing the best interests of his clients and providing them with exceptional financial advice and guidance. Gregory is married to his high school sweetheart, Deirdre and they have three sons together where they enjoy boating, hiking, traveling, and volunteering within their community.

The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account for this program is $50,000