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

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Greg Carrick is based in the Beacon Pointe Durham, North Carolina office. He has worked closely with individuals, families, and business entities on a range of planning matters for over 15 years. Greg uses the experience gained in navigating the intricacies of each client relationship to consistently refine the quality of advice, educate, and improve plan outcomes. Previously, Greg was an advisor at DMJ Wealth Advisors, LLC, overseeing client relationships and leading their investment team until 2021 when DMJWA joined the team at Beacon Pointe. Greg holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Investment Management Analyst (CIMA®) designations and is a Level II Chartered Financial Analyst (CFA) candidate. Outside of the office, Greg enjoys golf, live music, and traveling alongside his wife (Alex), three kids (Baxter, Robert, and Caroline, and large Newfoundland (Wendy).