Greg Tobey
Greg Tobey joined Romero & Levin Wealth Management in 2016. He brings over twenty-three years of financial services industry experience, having worked nine years as an independent financial advisor. Prior to joining our team Greg worked as an OSJ supervisor for the AIG Advisor Group, where he was responsible for providing regulatory oversight to over 300 independent financial advisors throughout the western regional US.
As Branch Research Coordinator his responsibilities include client servicing, data research, and portfolio management. He maintains continuous contact with the LPL sponsors with whom we invest, and routinely monitors our model portfolios and mutual fund managers. Other responsibilities include developing asset allocation models, cash management, and periodically rebalancing of client portfolios to conform to stated investment objectives.
Greg also works closely with CEO Dan Romero to assist in evaluating client goals and objectives, financial planning, and implementing portfolio investment strategies.
Greg holds FINRA licenses 4, 7, 24, 63 and 65.