FINANCIAL ADVISOR
Rockledge, FL 32955 opens in a new window
Call Send Me a MessageGregory M Phelps,
CFP®, AAMS™
1970 Rockledge Blvd Rockledge, FL 32955 opens in a new window
Focus Areas
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Wealth Strategies
- Retirement Savings Strategies
- Charitable Giving
- Portfolio Reviews
Personal Interests
- Hiking
- Hunting
- Personal Fitness
- Reading
- Scuba Diving
Contact Me
Contact Me
Office Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Monday | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tuesday | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wednesday | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thursday | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Monday | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tuesday | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wednesday | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thursday | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Fax
(888) 777-4709Branch Team
- Cindy Stepina
- Sr. Branch Office Administrator
- Deborah Carson
- Sr. Branch Office Administrator
- Patti Faulkner
- Sr. Branch Office Administrator
Branch Team
Office Address
1970 Rockledge BlvdRockledge, FL 32955opens in a new window
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More