Gregory Shaw - CFP®
Fair Haven,NJ
Summary
Dynamic founder of H&S Tax and Wealth Advisors, LLC, a fee only registered investment advisor with a proven track record in wealth and financial management. Leveraged entrepreneurial leadership to establish market-driven solutions, enhancing client engagement and fostering robust business growth. Expert in tax advisory and adept at building lasting client relationships.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Founder
H&S Tax and Wealth Advisors, LLC
11.2017 - Current
- Built H&S to a $60MM under management and $600,000 in annual revenue
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Established a successful business by identifying market needs and developing innovative solutions.
- Delivered exceptional customer service by addressing client concerns promptly and effectively resolving issues.
Chief Financial Planner
Chatham Wealth Management
01.2010 - 10.2017
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting and understanding a clients goals and aspirations and customizing financial plans to fit their needs
- Managed a portfolio of $50MM choosing investments that aligned with clients goals and objectives
Financial Advisor
Fidelity Investments
01.2000 - 01.2010
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Managed and fostered client relationships with a total of $1 Billion under management with over 350 clients
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Temp Worker
Advantage Staffing
01.1996 - 12.2000
Manager
Mayfair Servicenter
05.1989 - 12.1995
- Managed a family-owned business.
- Motivated employees to be productive and engaged in work.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction providing exceptional customer service
- Treated customers like family
Education
Bachelor of Science - Business Administration
Seton Hall University
South Orange, NJ05-1989
Skills
- Entrepreneurial and innovative
- Client engagement
- Tax Advisory
- Wealth/Financial Advisory
- Business planning
- Business development
- Entrepreneurial leadership
- Marketing and advertising
Certification
CERTIFIED FINANCIAL PLANNER®
CERTFIIED DIVORCE FINANCIAL ANLAYST
Timeline
Founder
H&S Tax and Wealth Advisors, LLC
11.2017 - Current
Chief Financial Planner
Chatham Wealth Management
01.2010 - 10.2017
Financial Advisor
Fidelity Investments
01.2000 - 01.2010
Temp Worker
Advantage Staffing
01.1996 - 12.2000
Manager
Mayfair Servicenter
05.1989 - 12.1995
CERTIFIED FINANCIAL PLANNER®
CERTFIIED DIVORCE FINANCIAL ANLAYST
Bachelor of Science - Business Administration
Seton Hall University
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