Senior Wealth Advisor
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Gregg is a Senior Wealth Advisor based in Beacon Pointe’s Sarasota, Florida office, developing customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Gregg was a Senior Wealth Advisor at Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Earlier in his career, he spent time in the Recruiting industry. He became a registered representative and entered the financial services industry in 2007 as an investment consultant with Moors & Cabot, Inc, a 117-year-old Boston based NYSE firm. Gregg earned a Bachelor of Science degree from Florida State University specializing in Economics and Political Science. Gregg was born and raised in Sarasota, Florida and outside of the office, he enjoys fundraising for children with speech and hearing disabilities as a member of the Sertoma Club of Greater Sarasota. Gregg enjoys spending time with his family and is the proud father of Hunter and Kaley. He is an avid sports fan as well and enjoys seeing both of his children succeed in various athletic and academic activities.