Gregory Clifford is the founder and Chief Executive Officer of The Clifford Group, a wealth advisory firm. Greg is passionately dedicated to bringing meaning and joy to all The Clifford Group’s clients.
Greg directs the design and development of customized strategies for individuals and families nationwide, integrating the extensive resources of his team. He applies the insight he has gained from helping families manage, deploy and transfer assets effectively. He has in-depth experience in asset allocation, manager selection/oversight and portfolio construction while being mindful of each client’s cash flow needs and long-term objectives. Greg savors the relationships he has built with his clients over the years, engaging with each family’s goals and aspirations in a meaningful way. He is also focused on the management of the firm and strategic oversight.
Prior to founding The Clifford Group, Greg spent over a decade at Merrill Lynch Wealth Management. He founded a leading practice there and spent years as a distinguished top advisor in the firm.
In 2018, Greg received national recognition by Forbes as one of "America's Top Next-Generation Wealth Advisors". Again in 2019, Forbes noted Greg as a "Best-in-State Next Generation Wealth Advisor". Greg holds a Bachelor’s degree from Hobart College in Geneva, NY. While attending Hobart, Greg was the captain of the football team and continues his support for Hobart’s athletic programs as a member of the Statesmen Athletic Association.
Greg lives in Sudbury, MA with his family and they are active in the community. He has run the Boston Marathon in support of Dana-Farber Cancer Research. Greg is also a former member of the Institute for RNA Medicine Advisory Committee at Beth Israel Deaconess Medical Center.
*Source: Forbes/SHOOK "America's Top Next-Generation Wealth Advisors" list, July 2018. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome.
*Source: Forbes “Best-in-State Next-Generation Wealth Advisors” list, September 4, 2019. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.