Experience Makes all the difference

Greg has provided corporate executives, business owners and other professionals and their families with wealth managesment solutions with an emphasis on comprehensive estate and retierment planning since 1983. A lifetime student of the investment markets, Greg has earned the designation of Certified Wealth Stratagist and has completed an advanced financial planning curriculum with the Wharton School of Business at the University of Pennsylvania.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President, Certified Wealth Advisor

Rancho Bernardo, CA

December 2009 - Present

Morgan Stanley/ Dean Witter

Senior Vice President, CWA

Rancho Santa Fe, CA

October 1983 - December 2009

Accomplishments

  • Charmains Club
  • Presidents Club 1986-2010

Education

  • Michigan State University
  • Wharton School of Business
  • CWS, Certified Wealth Stratagist

Licenses

  • Series 8
  • Insurance
  • Series 7

Personal & Community

  • Avid traveler

Registered States:

AK, AZ, CA, CO, FL, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI