Gregory Smith


Williamsville, NY

(716) 626-2505
(716) 631-4764
Magnifying lens on top of documents

Greg Smith has been a Financial Advisor with his current broker-dealer, now Equitable Advisors, since 2018 and joined the Harbortown Financial group in 2023.

Raised in Williamsville, NY, Greg attended the University at Buffalo for his undergraduate and graduate studies earning his MBA degree in Marketing and Consulting Management. Upon graduation, Greg joined a local Church as their Director of Communications where he spent three years in the non-profit industry.

Greg holds FINRA Series, 7, 66, 24 registrations and NYS Life, Accident and Health licenses. Greg believes that true financial planning should be tailored to every individual and family based on their needs. He focuses on understanding people's dreams and goals, then creates a personalized strategy designed to achieve them. Strategies include current portfolio analysis, Life & Long-Term Care Insurance, Tax Planning, Debt Consolidation and Retirement Planning.

Equitable Advisors and its associates and affiliates do not provide tax, accounting, or legal advice or services