 Greg is an experienced wealth management and investment professional with over thirteen years of experience helping individuals and small businesses plan for the future. Having many years of retirement plan consultation experience, he is particularly adept at helping small business owners create custom retirement plans for their companies and employees. Additionally, Greg is an Investment Adviser Representative capable of working with clients on an optional ‘flat fee’ basis.’ Greg is an avid boxer and musician, and is married to his former high school classmate Xan. They are members of the Peachtree Road United Methodist Church.
PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member NASD/SIPC. Securities and insurance products offered by PRIMEVEST: * Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided. View PRIMEVEST privacy policy and other important information. Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. * For a comprehensive review of your personal situation, consult your Tax Advisor. Neither PrimeVest, nor any of its representatives, may give tax advice. Mutual Funds, Variable Annuities and UITs are sold by prospectus. Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. A prospectus is available from an Investment Executive. Please read the prospectus carefully before investing. |
| Online Banking: | » Logon | » Learn More | » Enroll |
| Cash Management: | » Logon | » Learn More | » Demo |
600 W. Peachtree Street NW, Suite 300, Atlanta, Georgia 30308 • OFFICE: 404-249-6500 • FACSIMILE: 404-249-7772
