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greg_ziniGreg Zini
Financial Advisor

Phone NumberEmailLocation

bfe_logo_advisor70 Commercial Street
Suite 101
Concord, NH 03301

MAP

Phone: 603-369-4960
Toll Free: 866-603-4960
greg.zini@nullbenjaminfedwards.com

My Professional Approach

My process starts with our initial meeting where we will engage in a detailed discussion concerning your goals and objectives to gain an understanding of where you stand financially, and where you want to be in the future. I will listen, ask questions, and learn what is important to you. From there, we’ll work together to craft a plan designed specifically to help you achieve your financial goals. Together, we can develop a financial plan that adjusts and meets your needs and goals as your life changes. We’ll also check in from time-to-time to see how you’re doing and make any adjustments necessary.

My Background

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor when I helped open the Concord office. I began my financial services career in 2014, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies. Previously, I was a Mathematics teacher and boy’s tennis coach at Norwell High School in Norwell, MA.

When I’m not working, I like to spend time with my wife, Jess, and our young daughter, Alexandra Rose. I enjoy traveling, woodworking, and playing tennis and golf. In addition, I’m a big fan of New England sports teams-especially the Patriots.

Areas of Concentration

  • Advisory Portfolios
  • Asset Allocation
  • Business Owner Services
  • Education Planning Strategies
  • Financial Planning Strategies
  • Investment Strategies
  • Portfolio Management
  • Retirement Planning Strategies
  • Wealth Management

Education

  • Gordon College, Bachelor of Science Degree in Mathematics and Secondary Education