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Greg Torretta profile image

Greg Torretta

Branch Director - Complex Marketing D... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">RBC Wealth Management Financial Services Inc.</span>
Intro Book
Greg Torretta, a seasoned financial professional with 8+ years of experience at RBC Wealth Management, holds an MBA from Hofstra University and a Bachelor's degree from Castelton State College, with expertise in leadership, alternative investments, and financial advisory services.
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Location
Palm Beach Gardens, Florida, United S...
Skills
  • Leadership
  • Alternative Investments
  • Series 63
  • Financial Advisory
  • Retirement Planning
  • Show all
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Bio

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Greg Torretta is a seasoned financial leader with a distinguished career spanning over three decades. As a Branch Director and Complex Marketing Director at RBC Wealth Management Financial Services Inc., he has successfully guided clients towards achieving their financial goals. Prior to this, he held senior leadership positions at Janney Montgomery Scott, Raymond James Financial Inc., and Morgan Stanley, where he demonstrated expertise in leadership, alternative investments, and portfolio management. A veteran of the US Navy, Torretta brings a unique blend of military experience and business acumen to his professional endeavors. Throughout his illustrious career, Torretta has developed a deep understanding of the financial industry, with expertise in leadership, alternative investments, and financial planning. He holds a Master's degree in Business Administration from Hofstra University and a Bachelor's degree in Business Administration and Management from Castleton State College. Fluent in multiple areas, Torretta is well-equipped to provide guidance on a wide range of financial matters. With extensive experience in financial advisory, investment advisory, and asset allocation, Torretta is a trusted authority in his field. His commitment to delivering exceptional results has earned him a reputation as a seasoned financial professional, dedicated to helping clients achieve their financial objectives.

Experience

  • RBC Wealth Management Financial Services Inc.
    • Palm Beach Gardens, FL
    • Branch Director - Complex Marketing Director
      • Oct 2015 - Present
      • Palm Beach Gardens, FL

      Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by,...

  • Janney Montgomery Scott
    • Fort Lauderdale, FL
    • Senior Vice President, Branch office Manager
      • May 2013 - Oct 2015
      • Fort Lauderdale, FL

      I managed the Fort Laudrdale office of Janney. I was responsiblefor assisting our clients to achieve their dreams and to help my colleagues achieve their goals.

  • Raymond James Financial Inc.
    • Fort Lauderdale, FL
    • Senior Vice President, Complex Manager Raymond James & Associates
      • Dec 2010 - Apr 2012
      • Fort Lauderdale, FL
  • Morgan Stanley
    • New York, New York
    • Managing Director
      • Jul 1984 - Sep 2010
      • New York, New York

      Retired after 26 years of successful management at thebranch, complex, and regional levels.

  • US Navy
    • Various duty stations
    • Second Class Air Traffic Controller
      • 1973 - 1977
      • Various duty stations

      1977 - 1979 inactive ReservesVietnam conflict Veteran

Education

  • 1979 - 1981
    Hofstra University
  • 1977 - 1979
    Castelton State College

Suggested Services

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Industry Focus. “Financial Services”

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