Greg Munroe is the CEO and founder of Munroe Morrow Wealth Management. Greg has served the needs of individuals, families and business owners seeking comprehensive financial solutions and personalized asset management strategies since 1993. As a CFP, Greg has employed his experience and skill as a financial advisor, primarily focusing on helping clients in or nearing retirement develop effective asset accumulation and income strategies designed with the goal to protect a lifetime of assets while minimizing the impact of taxes.
Greg has been recognized for outstanding client services by LPL Financial and has been a member of The Chairman's Club since 2012. Greg was quoted in The Boston Globe and previously hosted The Financial Exchange Radio Show.
Greg earned a Bachelor of Science in Finance from the University of Vermont in 1992 before pursuing his career in the financial services industry. Greg lives in Needham with his wife Jessica and four children, Joey, Leo, and Jake, and Bradley.