Richard Gregory

Richard Gregory Email and Phone Number

Wealth Partner @ Decatur, AL, US
Decatur, AL, US
Richard Gregory's Location
Decatur, Alabama, United States, United States
About Richard Gregory

I have been in the financial services industries since 1996 in Huntsville and Decatur,Alabama. I started as a Wealth Partner with Midtown Wealth Partners in October2023. I take great pride in assisting clients with their financial planning and helpingthem pursue their investment goals. I believe in building strong relationships withclients and their families and wants to make complex financial issues easier tounderstand through education. The more the clients know the better decisions theywill make. I also understand the need to remove emotions, as much as possible, fromthe decision process. This can be accomplished by using “Rules Based” or “FactBased” investing. I employ several outside research providers for their expertise inthis area which may help the risk management in the client's investment portfolios.I am a 1988 graduate from Birmingham-Southern College with a Bachelor of Artsdegree in Accounting and a 1984 graduate from Huntsville High. After college Iworked with Ernst and Young, a “Big 8” public accounting firm as an auditor. I thenthen worked as a corporate accountant and ran several small companies that Iowned. My wonder-woman wife Charlotte and I have three beautiful daughters,Caroline, Mary Elizabeth and Emily. I also have two fun-loving girl dogs. I am amember of Decatur Methodist Church in Decatur and I currently serve on the Boardof Directors for the Salvation Army and am a member of the local committee forYoung Life of Decatur/Morgan County.Securities offered through Registered Representatives of CambridgeInvestment Research, Inc.., a broker-dealer member FINRA/SIPC. Advisory servicesoffered through Cambridge Investment Research Advisors, Inc., a RegisteredInvestment Adviser. Cambridge and Midtown Wealth Partners are not affiliated.Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Richard Gregory's Current Company Details
Midtown Wealth Partners

Midtown Wealth Partners

Wealth Partner
Decatur, AL, US
Richard Gregory Work Experience Details
  • Midtown Wealth Partners
    Midtown Wealth Partners
    Decatur, Al, Us
  • Midtown Wealth Partners
    Wealth Partner
    Midtown Wealth Partners Oct 2023 - Present
  • Midtown Wealth Partners
    Wealth Partner
    Midtown Wealth Partners Oct 2023 - Present
  • Oak Tree Financial Services, Llc
    Financial Advisor / Chief Compliance Officer
    Oak Tree Financial Services, Llc Mar 2017 - Oct 2023
    Oak Tree Financial Services, LLC Is an independent, boutique investment firm founded in 2009 with the belief that the interests of the clients must always come first. Our experienced staff has over 90+ years of cumulative financial service experience and look forward to helping you every step of the way. Our goal is to provide our clients with the information and guidance necessary to make sound financial decisions.Oak Tree provides a full range of financial planning services and wealth management for those who seek help to protect and work toward increasing their financial assets. Our investment process is designed to provide you with a profile of your current financial standing, as well as information about how we can help you pursue your financial goals.Securities offered through LPL Financial,member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advice offered through Oak Tree Financial Services, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Wells Fargo Advisors
    Vp Of Investments
    Wells Fargo Advisors Mar 2008 - Oct 2013
    St. Louis, Missouri, Us
  • Morgan Keegan
    Vp Of Investments
    Morgan Keegan Jun 1996 - Mar 2008
    Memphis, Tennessee, Us

Richard Gregory Skills

Microsoft Office Strategic Planning Investments Finance Team Building Leadership Management

Richard Gregory Education Details

  • Birmingham-Southern College
    Birmingham-Southern College
    Accounting
  • Huntsville High School
    Huntsville High School

Frequently Asked Questions about Richard Gregory

What company does Richard Gregory work for?

Richard Gregory works for Midtown Wealth Partners

What is Richard Gregory's role at the current company?

Richard Gregory's current role is Wealth Partner.

What schools did Richard Gregory attend?

Richard Gregory attended Birmingham-Southern College, Huntsville High School.

What skills is Richard Gregory known for?

Richard Gregory has skills like Microsoft Office, Strategic Planning, Investments, Finance, Team Building, Leadership, Management.

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