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Greg Palacorolla, CFP®

Senior Wealth Advisor, Managing Director

Marriottsville, MD

Designations

Work Experience

Joined MAI in 2021 following MAI’s acquisition of Geier Asset Management
Primary focus is on implementing investment, financial planning, and tax strategies that integrate into his client’s long-term plan
Client base consists of professional athletes as well as high net-worth individuals and families
Held multiple roles at Geier, including portfolio analyst, financial planner, client manager, and Director of Wealth Management
Call upon his broad set of experiences when planning for his client’s future

Education