Gregory Ohl


Senior Financial Advisor
Series 7, 24 and 66 registrations. Member, Retirement Plan Advisory Program (RPAP).

Experience: 20 years

Education: Bachelor of Science in Business Administration, majoring in Finance and Information Technology, Duquesne University

Specialty Areas: Asset management with an emphasis on the conversion of savings to income streams and Social Security Income planning options. Retirement plan Fiduciary Consulting along with participation educational services including IRA distribution strategies and employee transitional counseling. Executive benefit planning and wealth transfer strategies.

“We all focus on the accumulation of wealth but I’m looking further down the line and creating lifetime income strategies to support our clients for thirty plus years in retirement.”