About Gregory
Serving the Columbus 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
With more than 15 years of experience in financial services, Greg is responsible for working with high-net-worth clients to assist them in effectively managing their wealth. He works with each client’s unique goals and then uses a dedicated team approach to collaborate and build plans centered around each individual and family.
Greg has a great deal of passion for helping his clients and provides the personalized investment guidance to help make financial goals a reality. This personalized, one-on-one approach allows him to develop an investment plan that works with clients’ unique objectives.
Greg has a great deal of passion for helping his clients and provides the personalized investment guidance to help make financial goals a reality. This personalized, one-on-one approach allows him to develop an investment plan that works with clients’ unique objectives.
Education
Xavier University, bachelor’s degree in public relations and business.
Licenses & Professional Designations
- CFP®
- ChFC®
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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