Brian Greenberg

Brian Greenberg

Managing Partner

Retirement Planning Specialist

 

 

Brian Greenberg

As a founding partner of Pillar Group, Mr. Greenberg’s career in financial services began in 1995. His practice focuses on comprehensive financial planning for high-net-worth individuals and small to medium size businesses.

 

Mr. Greenberg began his career with UBS Paine Webber where he developed expertise in investments and retirement planning. Since then, he has expanded his professional activities to include estate planning, business planning, and corporate benefits including business continuation, 401 (K) plans, deferred compensation and other executive benefit plans.

 

Mr. Greenberg recently received his Retirement Planning Certificate from the Wharton School of Business where he studied advanced retirement planning concepts. He is a member of the National Association of Insurance and Financial Advisors (NAIFA), as well as a qualifying member of the Million Dollar Round Table. Mr. Greenberg was recently honored by AXA Advisors with The Hall of Fame Medal for qualifying ten times in the National Leaders Corps. He is a recognized business leader who has received numerous performance and quality service awards from AXA Advisors, LLC.

 

Mr. Greenberg holds the following registrations with the National Association of Securities Dealers (NASD) through AXA Advisors:  the General Securities Representative (Series 7), Uniform State Law, and Registered Investment Adviser license. He also holds Life and Health insurance licenses in multiple states.

Mr. Greenberg grew up in Jericho, NY, and currently lives in Wayne, NJ, with his wife Theresa and daughter Brooke. He is a graduate of Boston University.

     
* Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.


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