About Gregory
Serving the Indianapolis area, Gregory provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Gregory works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Greg is a Vice President and Wealth Management Advisor with Fifth Third Private Bank. He joined Fifth Third Private Bank in 2017 and he has been in the financial industry since 2004. Greg's role within this advice driven model and to gain a holistic understanding of an individual or family's full financial picture. By understanding the balance sheet we are able to provide objective wealth management advice and craft a wealth strategy that will be tailored to their goals and objectives. Which can help simplify financial and legal complexity. Greg's area of focus is centered around succession planning (pre and post sale business planning), estate planning, risk management and investments.
Education
B.S. in Business, Indiana University Kelley School of Business, Bloomington, IN
Licenses & Professional Designations
- Life Insurance
- CPWA
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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