Greg Waldman

Greg offers multi-generational wealth planning with a concentration on risk mitigation and tax-efficiency. He utilizes his strong understanding of alternative investments to assist his clients in achieving their long-term financial goals. By orchestrating sophisticated tax strategies, he endeavors to enhance the financial standing of his clients, leaving a lasting impact on their generational wealth.As a critical member of The MayerGelwarg Group, Greg diligently evaluates market trends, conducts risk analyses, and identifies meaningful opportunities to fortify the portfolios of his clients. Backed by the robust suite of Morgan Stanley services, Greg focuses on providing investment ideas to entrepreneurs and high net worth families helping them maximize their wealth through creative estate, tax, and business planning strategies.Greg has over 22 years of experience in the financial services industry. He began his career at The New York Stock Exchange and moved on to Prudential Securities. He joined Morgan Stanley in 2001 to pursue his interest in wealth management and executive financial services, currently serving as a Senior Vice President with The MayerGelwarg Group.A graduate of The Ohio State University, Greg received his Bachelor of Science degree in finance and sociology. Greg is married to his college sweetheart, Liz. They reside in Jericho, NY with their daughter Ariana and son Spencer. Outside the office, Greg enjoys spending time with his family, playing tennis, and watching college football.