Following nearly 20 years at Merrill Lynch, Greg joined Stifel in 2019 as a founding member of the SZK Wealth Advisory Group. He has spent his entire career in the investment industry, after earning a B.B.A. from St. Bonaventure in 2000. Greg and his team focus on customized wealth planning and risk mitigation strategies for retirees, business owners, and executives.
In addition, Greg focuses on cash management needs and retirement planning strategies for the team's corporate clients. Greg holds the Chartered Retirement Planning CounselorSM (CRPC) designation from the College for Financial Planning and the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA).
In addition, Greg focuses on cash management needs and retirement planning strategies for the team's corporate clients. Greg holds the Chartered Retirement Planning CounselorSM (CRPC) designation from the College for Financial Planning and the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA).
Services
Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.
Stifel's wealth management process consists of six steps that help get an overview of your current situation, choices available, and what must be done to pursue goals. The process involves gathering relevant financial information, determining your organization's goals, examining current financial status, and formulating a strategy or plan for how to work toward goals given the current situation and future plans.
As Stifel Financial Advisors, SZK Wealth Advisory Group has the support of and access to the deep resources of one of the nation's leading financial services firms. Their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.
Stifel's intellectual capital is among the most respected in the industry. Below are just a few of the talented individuals who assist us in developing comprehensive wealth management strategies for our clients. Michael leads the team responsible for developing investment strategy and corresponding investment solutions for the financial advisors and clients of Stifel's Private Client Group.
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
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