About Us
Greg Wynn Financial Services has been in the business of helping people preserve and protect their money for over 30 years. We are a family firm, made up of myself and my three daughters.We pride ourselves on developing long-term relationships with our clients.
A long-term relationship with a financial adviser requires trust and understanding on both sides. Developing trust and understanding takes time and effort. We are willing to give you our time and effort of analyzing and providing insight into your financial picture at no cost to you. Some of the services we offer:
Estate Planning
IRA, Mutual Funds and Annuities
401K Rollovers
Knowledge in Social Security rules and regulations
Evaluates current financial situation
Develop custom financial plans to meet client’s specific financial goals
Life Insurance
Certified Divorce Financial Analyst™*
Examines financial issues regarding divorce
Works with attorney, prior to divorce, to provide powerful data to support client’s case
Can help clients avoid long-term financial pitfalls related to divorce agreements
Evaluates the financial impact of various settlement options, including pensions and child and spousal support payments
Greg Wynn started Greg Wynn Financial Services after years of sharpening his investment skills and knowledge working for nationally recognized companies. His decision to become independent stemmed from his desire to create a different kind of financial planning business – one where the needs of the clients come first.
Working alongside his daughters Erin Wynn Masters, Galin Wynn Crist and Kirstin Wynn Moore, he provides financial care to families who want to enjoy retirement. As a skilled investor, Greg strives to replace worry with financial wisdom. He simplifies the process of retirement planning, and helps you and your family take advantage of opportunities to reach your goals.
With over 30 years of experience, Greg makes retirement planning easy and painless by coaching you toward conservative investment vehicles that can help you, and your family, enjoy financial independence throughout the golden years.
When you invest with Greg and his team, you can expect personal and professional attention with a support network that is there for you day and night.
Erin is a CERTIFIED FINANCIAL PLANNER™, a CDFA, Certified Divorce Financial Analyst, a professional and a highly respected financial advisor. She has more than 17 years of experience with two major financial institutions. Erin holds a bachelor's degree from the University of Florida and a master's degree from Stetson University. Erin works closely with her clients providing experienced and professional guidance for their financial future.
As a Certified Divorce Financial Analyst, Erin works with clients and their attorney prior to divorce to help make sure they achieve the most financially equitable divorce settlement possible.
Galin Wynn Crist is a Financial Advisor and Office Manager of Greg Wynn Financial Services. She has been working with her father for over 20 years. Galin received her bachelor of business administration from Stetson University with a major in accounting. Her main focus is administrative support, operations and customer service.
Kirstin Wynn Moore is the marketing director and client relations specialist at Greg Wynn Financial Services. Kirstin earned a bachelor of science degree in advertising from the University of Florida. She has over 15 years of marketing and sales experience. Kirstin's main focus will be promoting the business and acting as a liaison between potential clients and the Greg Wynn Financial Services team.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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