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Greg Lavelle
President/CEO @ Financial Square
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Greg Lavelle

President/CEO @ Financial Square
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.
Financial Square
Northeastern University
Worcester, MA, USA

Professional Background

  • Current status
  • Profession
  • Fields
  • Work experience
  • Management
  • Highest level of education
    Master

Job search preferences

  • Desired job type
  • Desired positions
  • Desired work locations
  • Freelance

Work Experience

President/CEO

Jan 1996 - Present

Education

Master of Business Administration (MBA)
Business
2010 - 2012