My professional career began in 2000 after I graduated from Cleveland State University majoring in physical therapy. Over the years, my passion for investments and finance grew so I returned to CSU and completed my MBA in 2010. My career as an Edward Jones financial advisor began in 2011. I hold the Series 7 and Series 66 securities registrations, as well as my life and health insurance licenses. I also completed the CFP® designation in 2019. In both of my professional careers, I've been fortunate to be able to make a meaningful difference in my clients' lives.
I utilize an established process as I partner with my clients to help them achieve what's most important to them. I partner with my clients in a way that is approachable and open for people to express themselves, ask questions and learn. I want my clients to walk away knowing: why I'm suggesting a specific investment/strategy; what to expect from it; and what the costs are.
On a personal note, I reside in Olmsted Falls with my son, Cole.
I believe Edward Jones stands out from other firms because of how truly client centered we are and how deeply we care about and serve our clients. I have two branch office administrators on my team, Leslie Stanley and Nicole Aponte, and together, they have over 25 years of client service experience. Our team is passionate about providing you with the highest level of client focused service.
Relationships are key and we will partner together throughout your life to help keep you on track. Your time is valuable, and we welcome the opportunity to provide you with our highly personalized services.
Our team is here to help you achieve your financial goals. It all begins with a conversation, so give us a call at (440) 891-7830 or stop by to get started.
- Business Retirement Plans
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
- Active Lifestyle
- Movies & Entertainment
Office Address46 West Bridge Street
Berea, OH 44017 opens in a new window
Phone NumberGreg Chaplin at (440) 891-7830
|Mon||08:00AM - 07:00PM|
|Tue||08:00AM - 07:00PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
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