Greg Warren is a Senior Wealth Advisor with The Choice Group. In this role, he works directly with clients to address their investment and wealth management needs. Collaborating with internal and external advisors to deliver a holistic approach.
Greg helps accomplished individuals, families, and foundations build, manage and sustain their wealth. Through our multidisciplinary approach, he works with clients to actively and intentionally power the goals they care about.
Greg joined the firm in 2026 and has more than 9 years of experience in the financial services industry. His previous experience includes serving as a Wealth Manager for BNY Wealth, Private Client Advisor for JPMorgan and Financial Advisor for Merrill Lynch.
Greg received a bachelor of arts in communications with a dual minor in sociology and business administration from the University at Albany, SUNY. He resides on Long Island and in his free time enjoys being active, traveling, exploring new restaurants and attending baseball games.