Buckingham Strategic Wealth
Forever standing on the side of our clients.
Meet Brian Gregorek
As a wealth advisor and part of an advisory team, Brian Gregorek provides comprehensive wealth management solutions for clients working toward achieving their financial goals. He takes the time to get to know what’s important to his clients and works with them to form a comprehensive, customized financial plan, one that includes portfolio management, tax strategies, wealth transfer considerations, retirement analysis and education planning.
Brian came to Buckingham Strategic Wealth in 2012 after serving as a financial advisor for Edward Jones. Prior to his time there, he worked for Lord, Abbett & Co. in multiple roles focused on providing education, training and business development support for IRAs and 401(k)s.
A Pennsylvania native, Brian graduated from Lafayette College with a bachelor’s degree in economics and business. He is currently working toward achieving his Certified Financial Planner certification.
Away from Buckingham, he enjoys spending time with family and friends, working outdoors, running, and is an avid sports fan. He and his wife, Jana, live in O’Fallon, Illinois, with their daughter, Caroline.
Brian Gregorek is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Brian Gregorek
8182 Maryland Ave
Saint Louis, MO 63105