MULTIPLE GENERATIONS OF PLANNERS WITH A
SINGULAR FOCUS ON YOU

Gregg has more than twelve years of experience in the financial services industry, holds Series 7 and 66 securities licenses, and has experience with mutual funds, managed accounts and asset allocation.

Before he joined Crescent Wealth Advisors, Gregg was a vice president and financial advisor at Morgan Keegan. He managed individual and institutional equity and fixed-income portfolios and retirement accounts, and worked with more than 150 households to pursue their financial goals.

Gregg earned a bachelor’s degree in corporate financial management from the University of Alabama, where he graduated magna cum laude. During college, he began working for Morgan Keegan as an intern, joined the firm full time in 2007.

Gregg grew up in the Chicago suburbs and lives in New Orleans with his wife, Shelley and children: Brooks & Margaux. In his free time, Gregg enjoys fishing, golf and traveling. An avid triathlete, he is a 2009-2010 New Orleans Oschner Ironman 70.3 finisher.

Raymond James is not affiliated with any of the organizations listed above.