Greg Carnivale
Greg Carnivale, owner and president of Heritage Financial Advisory, grew up in the Northeast and relocated to Florida in 1992 to begin his career in the securities and insurance industry. His extensive experience as a financial advisor has reinforced his belief that it’s important to not only help clients plan for a successful retirement from a business standpoint, but to also be the trusted friend they need along the way.
Greg attended Seton Hall Preparatory, followed by Seton Hall University, where he studied business. He then owned several small businesses before being recruited by a major Wall Street Firm. He began Heritage Financial, LLC, in 2001, which grew to become Heritage Financial Advisory in 2015. Greg has passed his Series 65 securities exam and holds his insurance license in Florida and various other states. He is proud to have worked with some clients for more than 20 years and now works with their children as well.
Greg married his wife in 1983. Together they enjoy traveling the world, horseback riding and spending time outdoors. They work closely with pet rescue organizations and are involved with many charities including, St. Jude Children’s Research Hospital, Feeding the Hungry, Wounded Warrior Project and American Cancer Society.
