Gregory is the CEO of TAG Advisors. He is an experienced executive with over 30 years of financial services industry success. He is responsible for all of the securities operations related to the firm. Gregory also leads the organization’s recruiting efforts by attracting, engaging and successfully on-boarding new reps into the firm. Under his leadership, TAG Advisors has grown to over $36 million in GDC. The branch has over 220 registered reps managing over $4.5 billion in assets.
Previously, Gregory served as the National Director of Field Development for one of the nation’s top broker dealer groups. Prior to this position, he founded and led two highly profitable financial services firms. He built a branch for one of the country’s largest broker dealer organizations that became #1 out of 80 branches nationally. He managed 70 advisors in four offices that produced $660 million in assets under management and generated $6.4 million in GDC and life insurance premium annually while achieving the designation of a LifeMark Partner, responsible for over $1 million of life insurance premium annually.
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