I followed my dad's footsteps into the business in 2011, working out of his back office in a support role. After graduating the University of Central Florida with my bachelor's degree in business economics, I opened my own Edward Jones office as a financial advisor in my hometown of Rockledge, FL. I am proud to serve the Space Coast community that I was raised in. I am currently serving as vice chair for Keep Brevard Beautiful. My office also partners with the Salvation Army, Rockledge Kiwanis Club, Toys for Tots and the Alzheimer's Association.
In December 2021, I married Nina, who is the love of my life. Together we have three dogs, two Labradors (one yellow, one chocolate) and a Frenchie/Boston Terrier. In my spare time, I enjoy waterfowl and upland bird hunting, backcountry hiking and UCF Football.
My passion is helping individuals expand their vision of retirement to see the impact that they can have on their family and their communities. I am in a unique position to help clients' legacies make an impact for generations to come.
I have earned the Accredited Asset Management Specialist¿ designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Partner with me if you:
- are retired, or near retirement, and want an all-encompassing financial strategy.
- are dissatisfied with your current advisor and would like a second opinion.
- are looking for a financial advisor who will use a multi-generational approach to
implement your family's financial strategy and help secure your legacy.
- have estates considerations that require complex strategies. I'm able to partner with other tax and legal professionals.
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Wealth Strategies
- Retirement Savings Strategies
- Charitable Giving
- Portfolio Reviews
My Personal Interests
- Personal Fitness
- Scuba Diving
Phone NumberGregory M Phelps at (321) 636-6882
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