Gregory M. Healy
Wealth Advisor
Gregory is a Wealth Advisor at Traust Sollus Wealth Management.
His wealth management advisory work with clients includes financial planning, investment portfolio structuring and management, strategic analysis and support in cash flow management, tax planning and preparation, retirement planning, trust and estate planning, planned giving and risk management/insurance planning.
Gregory is Series 65 licensed and currently pursuing his CPA designation
Previously, he worked in management for Starbucks Coffee Co. for ten years.
Gregory holds a BS in Finance from Rutgers University.
