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Financial Forecast

Gregory is an experienced financial manager specializing in investment holdings for individuals, trusts, IRAs, private foundations, and nonprofit organizations across Florida. A Mercy College graduate with a degree in government, he began his career in technology before transitioning to financial management in 2009.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.