Gregory C. Wilson, AIF®, CIS™

Gregory C. Wilson is a Managing Director with JT Stratford in Braselton, Georgia. He works primarily with clients age 55 and older, providing comprehensive financial, income, and tax planning with an emphasis on asset management. Greg understands that during retirement, many clients prefer to focus on enjoying life rather than the day-to-day details of investment management.

Greg began his career in asset management, financial planning, and retirement strategies in 1996. He holds the Accredited Investment Fiduciary® (AIF®) designation, which reflects training in fiduciary responsibility and a defined standard of care, as well as the Certified Income Specialist™ (CIS™) designation, which emphasizes strategies designed to help generate income and preserve principal.

As an Investment Adviser Representative, Greg acts in a fiduciary capacity when providing investment advisory services and places his clients’ interests first. His advisory services are provided on a fee basis. His approach is rooted in being attentive, client-focused, and committed to building lasting relationships.

Greg and his wife of 39 years live in Flowery Branch, Georgia. He is a member of the Financial Services Institute, Celebration Church, and has been active in the Rotary Club of Braselton for more than 18 years. In his free time, Greg enjoys spending time with family and working on home projects.

Greg currently holds the following licenses:

Uniform Investment Adviser Law, Uniform Securities Agent State Law, and Life, Accident, and Sickness Insurance.

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