Throughout a financial services career that spans more than 40 years, Greg has helped his clients address their financial goals, needs and concerns, and develop sound strategies to address them. He provides comprehensive financial advice and portfolio management, and offers competent advice to assist our clients in pursuing their goals, and navigating the ever-evolving financial markets.
As our team’s investment consultant, Greg helps manage the investments for our clients, so they can focus instead on what matters most to them. He and his team assist successful individuals and families in achieving their financial objectives, always taking a holistic approach and striving to provide superior client service and financial strategies.
A lifelong learner, Greg continually works to expand and improve his own professional knowledge, all while ensuring his focus never waivers from what is most important – addressing the needs of the clients he serves.
Greg is a graduate of Denison University and has called Greenville, South Carolina, his home for over 40 years. He and his wife, Karen, are members of Saint Pauls Anglican Church in Greenville. Greg is passionately involved with Neighborhood Cancer Connections, a cancer support community for patients and their families, located in Greenville. He enjoys outdoor activities that include fishing, golf, and gardening, though his favorite times are those spent with his family.
Raymond James is not affiliated with the above organizations and/or charitable causes.