As an Edward Jones financial advisor since 1999, I believe it is important to invest my time to understand what is important to you. Edward Jones has a process in which I want to understand your level of risk and recommend a tailored solution to help achieve your long-term financial goals.
Whether you are planning for retirement, saving for college, or just trying to accumulate wealth and protect the financial future of the ones you care for the most, I have a process to monitor your progress to help make sure you stay on track, or determine if any adjustments need to be made to your strategy.
I welcome the opportunity to work with your attorney, CPA and other trusted professionals to deliver a comprehensive investment and wealth transfer strategy.
I grew up in Buffalo, NY and graduated from the University of Central Florida in 1992. My wife, Mandy, and I have three children. When we are not driving them all over town to their events, I spend my time golfing, traveling and exercising.
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Retirement Income Strategies
- Intergenerational Planning
- Wealth Strategies
- Employee Stock Options
Phone NumberGreg Grimshaw at (910) 235-9098
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