Greg draws from an extensive background in stocks, bonds, insurance and financial planning. A proponent of risk management, he uses his experience and skill to incorporate sound risk management strategies into his clients’ portfolios. Greg, however, believes investments are just one component of a successful wealth management plan. That is why he strives to develop deep financial relationships with clients – a goal that requires him to constantly monitor their portfolios and review them face-to-face. It’s in these meetings that Greg learns about life changes and discovers the real issues affecting his clients. Once these issues and opportunities are identified, Greg customizes a portfolio designed to fit each client’s needs and an overall financial plan.
As a result of his method, Greg has attracted many clients as well as accolades from the financial services industry.
Highly regarded within the wealth management industry, Greg is frequently quoted on financial matters in several local and national publications including St. Petersburg Times, Tampa Tribune, Boston Globe, Wall Street Journal, US News and World Report, Medical Economics, Registered Rep., On Wall Street, and Wealth Manager Magazine. FOX Business News, CNBC, WTVT Fox 13 and WTSP CBS 10 have also interviewed him on various financial topics. Greg is also a member of the Forbes.com investor team.
In 2007 Greg moved to Raymond James & Associates, Inc., to form 360 Wealth Management Group. This group coordinates wealth management planning with family attorneys and CPAs in order to provide a coordinated pursuit of client goals. Greg believes the success of his business has come from the personal attention he and his team give to each client. As a new advisor, he was influenced by his clientele to keep things pretty conservative. Greg says that the lessons he learned from his clients are very applicable today: diversify*, buy quality, don’t stretch for returns and don’t borrow money to finance your lifestyle.
Active in the community, Greg has also served on the board of trustees of Carrollwood Day School in Tampa.
* Diversification does not guarantee a profit or protect against loss.