FAMILY SUCCESS LEGACY
FAMILY SUCCESS LEGACY
Greg specializes in investment advisory services and advanced planning for successful individuals and small businesses. He has a degree in Sociology from Binghamton University. Prior to joining the firm he worked for MetLife Securities.
Jared joined Blank Financial Group in 2011. Jared has partnered with Greg Blank and specializes in client relations and investment advisory services. Prior to joining Blank Financial Group, Jared worked with our broker dealer, American Portfolios. He received his Bachelor of Arts in Business Administration with a concentration in management and finance from the State University of New York at Oswego.
Viktoria has been with the team since 2007. At Blank Financial Group, she plays an integral role managing, providing support and working closely with the clientele. She has a BBA in Finance from Baruch College and worked in Citibank for over 5 years in customer service.
Carla rejoined Blank Financial in the summer of 2023. Carla supports Viktoria in customer relationship management. She studied at University of South Florida majoring in business administration. Carla has over 12 years of experience working with financial professionals.
We are pleased to announce our partnership with wexYa. For more information visit wexYa.com.
