Greg offers curiosity, integrity and discipline in his approach to working with clients. He wants his clients to always leave better off than where they started, have confidence, close the gap between their current state and future goals, and develop a strong two-way partnership.
His experience in personal and institutional finance allows him to help make complex concepts relatable for his clients. Taking time to educate his clients and make sure they define and understand their own goals and how to pursue them is the driving force behind his dedication.
Prior to joining Raymond James, Greg worked for several financial institutions, such as Merrill Lynch, Bank of America and Bank One, in roles ranging from regional executive to financial advisor to senior vice president. His designations, which include Certified Private Wealth Advisor®, Certified Portfolio Manager, Certified Plan Fiduciary Advisor™ and Chartered Retirement Planning Counselor™, allow for a distinct perspective on financial planning. A graduate of Florida State University, he has a bachelor’s degree in finance.
On a day-to-day basis, Greg serves his clients and their families by helping to strategize for complex issues related to retirement readiness and developing strategic partnerships to coordinate banking, estate planning, alternative investing and insurance. Solving problems and building custom client accounts lies at the root of his passion for helping people strive for their goals.
Outside the office, Greg is an active member of his community. He is a current member of the Greensboro Sports Council, as well as a previous board member for the Greensboro Children’s Museum, Carolina Theatre and Holy Trinity Day School. He has volunteered for United Way, Habitat for Humanity and Rotary of Greater Greensboro. His hobbies include hiking, golfing, skiing, reading and traveling.
Having grown up in Boca Raton, Florida, Greg currently resides in Greensboro, North Carolina, with his wife, Leslie, and children, Bennett, Paige and Anna.
Raymond James is not affiliated with and does not endorse the above organizations.
Raymond James does not provide tax services. Please discuss these matters with the appropriate professional.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®.” Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.
Alternative investments involve substantial risks that may be greater than those associated with traditional investments and are not suitable for all investors. These risks include, but are not limited to limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. Investors should only invest in alternative investments if they do not require a liquid investment and can bear the risk of substantial losses.