Greg CarrickGreg Carrick, CFP®, CIMA®
Senior Wealth Advisor

Greg Carrick is based in Beacon Pointe’s Durham, North Carolina office. He has spent over a decade working closely with individuals, families, and business entities on a range of planning matters. Greg uses the experience gained in navigating the idiosyncrasies of each client relationship to consistently refine the quality of advice and improve plan outcomes. Prior to joining Beacon Pointe, Greg was an advisor at DMJ Wealth Advisors, LLC, where, in addition to client advisory work, he managed their Investment Committee. Greg holds the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst (CIMA®) designations and is a Level II Chartered Financial Analyst (CFA) candidate. Greg graduated from UNC-Greensboro with a B.S. in Business Administration. Outside of the office, Greg enjoys golf, live music, and travelling alongside his wife, son, and Newfoundland.

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