Ron Gregg - Portfolio Manager/Owner

Ron Gregg - Portfolio Manager/Owner

Portfolio Manager/Owner

Phone: 602.282.0193
Fax: 480.502.9121
Mobile Phone: 480.231.0823
E-mail:
 

Ron Gregg has been involved in personal financial planning, retirement planning and wealth management for more than 17 years.  Prior to joining Pogson & Matt Wealth Management Group as a Partner, he worked both nationally and locally at Fidelity Investments, the world’s largest privately held money manager.  Ron moved from Fidelity’s Cincinnati planning and guidance site to Scottsdale in November 2000 where he served as Vice President and Senior Account Executive. In this capacity, Ron worked with the Private Client Group assisting high net worth clients in generating retirement plans, building investment portfolios, completing comprehensive financial planning solutions, estate planning and income generating strategies.  Prior to working for Fidelity, Ron gained valuable experience working for Archer Daniels Midland in their business development and commodities pricing division.

Ron believes that exceptional customer service is as important as a sound financial plan.  He takes pride in building outstanding relationships with his clients and their families and became an independent financial advisor to better align his fiduciary responsibilities with the needs of his clients. This position allows him to provide a more customized, comprehensive, objective and flexible approach in financial planning with clients.  As an independent advisor, Ron is able to take a proactive approach in working with clients. This proactive approach involves strategies to help both advance and protect their portfolios. Ron is energized by the ongoing personal and professional growth that this position affords him.

Ron graduated with a B.A. from Indiana University in 1991. Ron holds the Series 63 and 66 registrations.

Ron focuses the majority of his leisure time on family, travel and the outdoors. He loves to travel and has been fortunate enough to visit many different countries.  Ron’s personal interests include basketball, tennis, golf, mountain biking and hiking.