Gregory Galbraith,
CFP® Managing Director Client AdvisorGreg has been a CERTIFIED FINANCIAL PLANNER® practitioner for over 30 years, and dedicates that extensive industry knowledge to helping clients pursue their financial goals. CFP® professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. Greg is dedicated to his clients’ financial success and takes into account their individual objectives to design tailored strategies.
Before joining Alex. Brown, a division of Raymond James, Greg was a senior vice president at A.G. Edwards & Sons and a managing director at Deutsche Bank. He earned a Bachelor of Business Administration from the McCombs School of Business at the University of Texas at Austin.
When he's not in the office, Greg enjoys playing golf and spending time with his wife, kids and grandkids. He is an active member of the Salesmanship Club of Dallas and is on the board of the Stallings Award Foundation. Originally from Abilene, Texas, he lives in University Park with his wife, Jenny.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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