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Gregory M. Cecchini

Senior Investment Advisor Representative at PRIMORIS Wealth Advisors, LLC
Intro Book
Gregory M. Cecchini is a seasoned financial expert with 4+ years of experience at Primoris Wealth Advisors, 21+ years of industry expertise, and a Bachelor's degree in Economics from Colorado State University.
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Location
Jupiter, Florida, United States, US
Skills
  • Investments
  • Retirement Planning
  • Financial Planning
  • Annuities
  • Retirement Plans
  • Show all
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Bio

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Gregory M. Cecchini Senior Investment Advisor Representative Palm Beach, FL With over two decades of experience in the financial services industry, Gregory M. Cecchini has established a reputation for delivering exceptional investment solutions to clients. At PRIMORIS Wealth Advisors, LLC, he has served as a Senior Investment Advisor Representative since 2019, guiding clients through retirement planning, annuities, and retirement plans. Prior to joining PRIMORIS, Cecchini held various roles at Legend Group, Lincoln Investment, and Merrill Lynch, including Registered Representative, Financial Professional, and 401(k) Service Representative. Throughout his career, Cecchini has honed his expertise in investments, financial planning, and retirement planning. He holds a Bachelor's degree in Economics from Colorado State University, where he was an active member of Sigma Chi and the CSU Lacrosse team. Cecchini is fluent in English and has a proven track record of delivering results-driven solutions to clients. Currently based in Jupiter, Florida, Cecchini continues to serve clients at PRIMORIS Wealth Advisors, LLC, leveraging his extensive experience and knowledge to drive long-term financial success.

Experience

  • PRIMORIS Wealth Advisors, LLC
    • Palm Beach, FL
    • Senior Investment Advisor Representative
      • Sep 2019 - Present
      • Palm Beach, FL

  • Legend Group
    • Buffalo/Niagara, New York Area, Palm Beach, Florida
    • Registered Representative
      • Jul 1998 - Sep 2019
      • Buffalo/Niagara, New York Area, Palm Beach, Florida

  • Lincoln Investment
    • Palm Beach Gardens, FL
    • Financial Professional
      • Jun 1998 - Sep 2019
      • Palm Beach Gardens, FL

  • Merrill Lynch
    • 401(k) Service Rep.
      • May 1997 - Jul 1998

Education

  • 1992 - 1996
    Colorado State University
    Bachelor's degree, Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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