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Greg Lavelle

Worcester, MA, Financial Planner

An MBA graduate of Northeastern University in Boston, Greg Lavelle currently serves as president and CEO of RetirementAdvisors.net, a provider of financial guidance to high-net-worth individuals, and of Corporate Benefit Plans in Worcester, MA. In the latter role, he utilizes a reverse bidding process to provide the best negotiated rates on corporate benefits plans for companies with more than 50 employees. Greg Lavelle joined both of the Worcester, MA, companies in 1996.

Since 2020, Mr. Lavelle has also led Financial Square as president and CEO. He upholds a strong commitment to transparency, communicating clearly with clients to help develop the retirement income strategies that are best for them. A member of the Financial Planning Association, he plays an active role in his community through membership in the Chamber of Commerce for Central Massachusetts. Regarded as an expert in matters of retirement and income planning, he has appeared on multiple radio and television shows. Earlier in his career, Mr. Lavelle spent 5 years as an account executive with Blue Cross Blue Shield.

Worcester, MA, US


Work Experience

Jan 1996 - Present

President/CEO
Financial Square


Education

Sep 2010 - May 2012

Master of Business Administration (MBA)
Northeastern University
Business

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