Asking the right questions: An ex-wirehouse advisor’s path to independence
Louis Diamond Quoted – By Dina Hampton, FinancialPlanning – Greg Clifford, founder and CEO of the Clifford Group in Newton, Massachusetts, says he “grew up” at Merrill Lynch, gaining nods as a Forbes Top Next-Generation Wealth Advisor in 2018 and Best-in-State Next Generation Wealth Advisor in 2019. But as Clifford passed the decade mark at Merrill, the idea of breaking away planted itself in his mind and stayed there.
