Greg Roberto - Email & Phone Number

Wealth Manager at Everhart Advisors

Greg Roberto is based out of Dayton Metropolitan Area and works at Everhart Advisors as Wealth Manager.

Greg Roberto's Contact Information

Greg Roberto's Work email

g*****@everha***.com

Valid

Latest update

October 30, 2025

Location

Dayton Metropolitan Area

Greg's current employer

Everhart Advisors

Description

The team at Everhart Advisors in Dublin, Ohio specializes in providing 401(k) consulting and investment advisory services to employers an...

Website

everhartadvisors.com

HQ Location

Dublin, OH, United States

Number of employees

11-50

Industry

Financial Services

Latest update

April 30, 2024

Read about Everhart Advisors

Frequent questions about Greg Roberto

What company is Greg Roberto working for?

Greg Roberto works for Everhart Advisors.

What is Greg Roberto's function at Everhart Advisors?

Greg Roberto is Wealth Manager at Everhart Advisors.

Where is Greg Roberto based?

Greg Roberto is based out of Dayton Metropolitan Area.

What is Greg Roberto's work email address?

Greg Roberto's professional email address is g*****@everha***.com

Who are Greg Roberto's co-workers?

Greg Roberto's colleagues are Brian Hanna, Jeffrey Wilkins, Scott Everhart, Rachel Fry, Thomas Brex, Carly DeBaldo, Michele Kowalik, J.T. Grega, Maria Simmonds, Chris Becker, Clark Engle, Max Rosenthal, Logan Jones, Steven Reinsel, Drew Brinkman, Jonathan Hlavac, Thomas CPFA, LeAnn Young, Carson Cooke, Rebekah Curran, Philip Parker.

Greg's co-workers

Brian Hanna

President, Retirement Plan Services

Jeffrey Wilkins

Advisory Board Chairman

Scott Everhart

President

Rachel Fry

Partner | Managing Director, Wealth Management

Thomas Brex

Director Of Tax

Carly DeBaldo

Director of Marketing

Michele Kowalik

Managing Director of Branding, Marketing and Business Development

J.T. Grega

Client Relationship Manager

Maria Simmonds

Client Relationship Manager

Managing Partner/Chief Compliance Officer

Drew Brinkman

Client Relationship Manager

Jonathan Hlavac

Certified Financial Planner

Thomas CPFA

Retirement Plan Consultant / Wealth Manager

LeAnn Young

Private Client Relationship Manager

Carson Cooke

Relationship Manager - Wealth Management Team

Rebekah Curran

Retirement Plan Services Relationship Manager

Philip Parker

Participant Engagement/Financial Advisor

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