Gregory Russo

Gregory Russo, ChFC®
Financial Advisor Private Client Group Truist Investment Services, Inc.

90 Highland Ave

Bethlehem, PA 18017-9408

About me

Background

I have 39 years of experience in management and finance, including 24 years in the financial services industry holding a variety of financial consulting and investment program management positions, initially with the local predecessors of Bank of America’s Merrill Lynch and, since 2003, with Truist Wealth and its local predecessors.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelors of Science - Economics
University of Pennsylvania - Wharton School 1981

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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