About Gregory
Serving the Grand Rapids 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 for Fifth Third Private Bank in the Western Michigan region. He joined Fifth Third Private Bank in 2015 and has over 14 years of experience earning and maintaining the trust and confidence of his clients by providing professional services and advice to help navigate the challenges wealth can create. Greg works with affluent and ultra-high net worth families simplifying financial complexities in the areas of wealth planning, investment management, estate planning/settlement, trust services, and risk management. He is a trusted advisor to business owners, assisting with succession planning, valuation, and buy and sell side transaction services.
Education
Greg earned his bachelors in business administration from Grand Valley State University.
Licenses & Professional Designations
- Life Insurance
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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