Managing Partner, Agility Wealth Management
Financial Advisor, RJFS
Throughout his more than 27 years in the financial services industry, Greg has helped clients pursue important goals. He specializes in retirement income planning and wealth management, taking a sound approach to guiding people to and through important milestones.
Greg began his financial services career in 1993 at Prudential Securities. His background also includes roles at First Union Brokerage, UBS and Bank of America. He aligned with Raymond James and Agility Wealth Management, an Independent Practice, in 2021. He is a graduate of Florida State University, where he earned a B.S. in criminology.
Born in South Carolina, he grew up in Neptune Beach, Florida, where he currently lives. He is married to Christine; they have a daughter, Kendall. In his free time, Greg enjoys hunting and watching his favorite sports teams.