Gregg Pellecchia

Gregg brings four decades of wealth management expertise to his clients and focuses on providing comprehensive wealth management strategies to affluent families, individuals, business owners, Municipalities and Police Departments, non-profit organizations, including endowments, trusts, estates, and qualified retirement plans.

Renowned for his meticulous attention to client service, Gregg prides himself on delivering a high-touch client experience. He emphasizes clear and open communication and values being a thoughtful listener, understanding that these qualities are essential in helping clients achieve their financial goals. Whether working with affluent clients or those early in their investment journey, Gregg ensures each client receives the utmost respect, effort, and personalized attention. Communication with an attorney and an accountant is an essential part of his practice.

Gregg joined Equitable Advisors in 1987 after obtaining a double major in Finance and Marketing at Monmouth University. He joined Equico Securities in New York and supervised their mutual fund order/trading desk.  After 2 years, he then transferred to the field force as a Financial Advisor following his father’s leadership who had over 50+ years of experience. He obtained FINRA series 7, 65, 63, and 24 as well as the Life and Health Insurance licenses in multiple states.

Gregg resides in Colts Neck, NJ with his wife Kimberley and two children. He has been a member of Spring Lake Country Club since 1995.