Gregory Neri
Experienced Wealth Advisor empowering generational success through strategic solutions and advocacy.
- Role
- Vice President, Wealth Advisor at Wilmington Trust
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Gregory Neri
As a dedicated Wealth Advisor, I specialize in delivering comprehensive financial strategies tailored to high-net-worth individuals, families, entrepreneurs, and business owners. My approach involves close collaboration with clients to identify current needs and long-term objectives, ensuring a holistic view of their financial landscape.I take pride in coordinating a range of services that cater to the unique requirements of each client, including investment management, financial planning, trust services, private banking, and family office solutions. By integrating these elements, I aim to create a cohesive strategy that not only addresses immediate financial goals but also lays the groundwork for sustainable growth and security.My commitment to excellence and personalized service drives me to continuously seek innovative solutions that empower clients to achieve their aspirations. Whether navigating complex financial situations or planning for future generations, I am devoted to providing the guidance and support necessary for informed decision-making and lasting success
Experience
Vice President, Wealth Advisor
Sep 2024 — Present · Pittsburgh, PA, US
Advise high-net-worth individuals and business owners on integrated financial strategies encompassing investment, trust, private banking, and estate planning services.• Coordinate cross-functional teams to deliver tailored wealth solutions, ensuring alignment with clients\' long-term goals and evolving needs.• Partner with executive leadership to identify market opportunities, contributing to business development strategies across Western Pennsylvania.
Education
Robert Morris University
Bachelor of Science - BS, Business Administration and Management, General
2012
Robert Morris University
Master of Business Administration - MBA, Business Administration and Management, General
2019 — 2022
Skills
- Finance
- Financial Analysis
- Public Speaking
- Customer Relationship Management (Crm)
- Time Management
- Microsoft Office
- Sales
- Marketing Communications
- Financial Modeling
- Social Media
- Powerpoint
- Microsoft Excel
- Marketing
- Insurance
- Strategic Planning
- Accounting
- Teamwork
- Customer Service
- Healthcare
- Microsoft Word
- Event Planning
- Team Leadership
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