Greg Grimsley

About Greg Grimsley

As a Chartered Retirement Planning Counselor® and Chartered Federal Employee Benefits…

Experience

1. Investment Advisor

   Wealthcrest Financial Services, Llc

   Jan 2014 — Present

   As an Investment Advisor Representative who specializes with Federal Employees as clients, It is my goal to provide advice and guidance on a wide variety of products and services that are tailored to fit the needs of each individual client. This is best accomplished with a clear plan, sound investment and risk management decisions, plus frequent monitoring to ensure the actions implemented meet the intended outcomes.I am also a training instructor and spoken at various Federal Agencies conducting training in federal benefits and financial literacy tailored specifically for the federal employee and military personnel.Finally, at WealthCrest we feel that professionalism and competency are essential. We maintain this with dedicated training, continuing education for our advisors, and alliances with professional organizations such as: Certified Financial Planner Board The Financial Planning Association Our local Chamber of CommerceFor more information about Wealthcrest please visit the office:Most of my days are spent with my beloved wife, Diana playing with my two little girls Gwen and Juliette. When I do have time to spend on individual interests I enjoy playing, coaching, watching sports, and absorbing myself into research on a topic of interest.Important disclosures can be found here: http://bit.ly/31qFwdn

Education

• Towson University

  Bachelor's Degree, Business Admistration with Concentration in Finance

  2005 — 2008

Skills

• Risk Management
• Portfolio Management
• Federal Benefits
• Asset Management
• Financial Planning
• Financial Analysis
• Investments
• Retirement Planning
• Personal Financial Planning
• Business Strategy
• Finance
• Leadership
• Insurance
• Management
• Investment Advisory Services
• Retirement Income Strategies
• Customer Service