Gregory C. Wilson is a Managing Director for JT Stratford in Braselton, GA. Greg specializes in working with clients that are age 50 and over through comprehensive Financial and Income planning with an emphasis on asset management. He believes that people in the retirement phase of their life want to focus on their lives, not the day to day management of their assets and senior insurance needs.
Greg began his career in asset management, financial planning, and retirement strategies in 1996, and currently holds the AIF® designation as an Accredited Investment Fiduciary, and the CIS™ designation as a Certified Income Specialist. The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The CIS™ designation conveys the ability to provide advanced guidance on a wide range of investments that can provide regular income and the preservation of principal.
As an Independent Fee-Only Advisor, Greg's focus is to offer financial advice in a Fiduciary capacity acting in the best interest of his clients. He doesn't sell any products or proprietary investments of any kind. Being attentive and client centered are not just catch phrases – they are commitments to his clients.
Greg resides in Flowery Branch, Georgia with his wife of 35 years. He is a current member of the Financial Services Institute, Celebration Church, the Jackson County Chamber of Commerce, and an active member of the Rotary Club of Braselton for over 10 years. In his spare time, Greg enjoys working around the house and spending time with his family.
Greg currently holds the following Federal and State licenses:
General Securities Representative license; Uniform Investment Advisor Law license; Uniform Securities Agent State Law license; Life, Accident, Sickness and Variable Products insurance licenses.