Mr. DiGregorio’s dedication and ability to build a successful practice from scratch and manage substantial assets underscores his proficiency and commitment to excellence in financial advising.
NEW YORK, NY, October 15, 2024 /24-7PressRelease/ — Rob J. DiGregorio has been selected for inclusion in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. DiGregorio is a seasoned financial adviser with Morgan Stanley who has dedicated over 35 years to the financial industry. As a senior vice president, financial adviser, and family wealth adviser for the past decade, he has leveraged his expertise to support clients selling businesses for liquidity events, particularly those associated with CPA firms, acting as the outsourced arm for the investment side of these firms. Mr. DiGregorio strives to offer a concierge-type practice where he is deeply involved with clients, guiding them through comprehensive, cash-flow-based financial planning while standardizing the investment aspect of his practice.
Throughout his career, Mr. DiGregorio has received numerous accolades for his work. He was named among Forbes’ Best in State Advisors for three consecutive years between 2022 and 2024 and has been recognized by Smart CEO and Best of Long Island Advisers.
As a highly respected financial adviser, Mr. DiGregorio’s dedication and ability to build a successful practice from scratch and manage substantial assets underscores his proficiency and commitment to excellence in financial advising. Eager for the future, he remains committed to personal growth and expanding his practice.
About Marquis Who’s Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who’s Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who’s Who® website, www.marquiswhoswho.com.
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