Ron Gregg - Portfolio Manager/Owner

Ron Gregg has been involved in personal financial planning, retirement planning and wealth management for more than 30 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.

Pogson & Matt Wealth Management Group has chosen TD Ameritrade/Charles Schwab as our custodian. Having a strong third-party custodian was a very important consideration and TD Ameritrade/Charles Schwab provides strength and flexibility to custody client assets. As a partner of PMWMG, Ron believes that TD Amertirade/Charles Schwab has an unmatched commitment to providing the highest level of flexible, open-architecture platforms to independent planners. The TD/Schwab platform provides an appropriate forum of unbiased investment products and services that best allows Ron to guide his clients in maximizing his and/or her personal financial success.

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.