Gregory T. Moss

Gregory “Greg” Moss is a financial advisor based in our Melville, New York, office. As a CERTIFIED FINANCIAL PLANNER® professional, he focuses on holistic financial planning and wealth management for high- and ultra-high-net-worth individuals and families, athletes, executives, artists, and business owners. He also works with young, successful entrepreneurs as they begin building wealth. His planning approach emphasizes clarity, adaptability, and an understanding of what matters most to each client.

Greg’s love of finance began at a young age when he started lemonade stands and offered snow shoveling, eventually finding an interest in the stock market, trading stocks at age 12. After earning a bachelor’s degree in finance from Siena University in New York, he started his career in wealth management. He later joined Heller Wealth Management, where he supported the firm’s development through thoughtful, practical approaches that extended beyond investment performance alone. He became a partner at Heller in 2020, and then he began working at Savant in 2026 when Heller joined the firm.

His interests reflect the same balance he encourages in financial life. He enjoys exploring local wineries, high-end bourbon, playing golf, attending concerts, and following major league sports. A devoted New York Yankees, Knicks, Giants, and Islanders fan, Greg also has a goal of visiting every MLB and NFL stadium.