Senior Client Service Associate
Greg is responsible for supporting the team of wealth advisors in the Beacon Pointe New Orleans office. His responsibilities include providing high-touch client service, account administrative duties and daily office operational tasks. Prior to joining Beacon Pointe Advisors, Greg worked for six years as a Client Service Specialist for Personal Financial Advisors in Covington, LA. Greg graduated from LSU with a Bachelor’s degree in Sports Administration in addition to a minor in Business Administration. Beyond his interests in investing and financial planning, in his spare time Greg enjoys being outside, hiking, biking, trying new restaurants and watching football.