Steve Gregory Email and Phone Number
As a financial advisor at Edward Jones I focus on providing tailored wealth strategies for clients. I enjoy helping people come to a better understanding of their goals and gain confidence knowing that what matters most to them can be accomplished. It makes my day when I hear stories of clients enjoying what they worked hard for and knowing we played a role in their success.I use an established process to help clients understand what matters most to them, to talk openly about risks and fee structures, and to collaborate to build strategies that work. Aligned with our firm philosophy, I have adopted a conservative investment approach with a strong focus on steady long-term returns, income generation and capital preservation to ensure confidence. I employ insurance strategies for families and corporations to mitigate risk, improve tax-efficiency, and facilitate business succession.I work collaboratively with lawyers and accountants to help make clients strategies more efficient and their lives simpler. I also partner with the Edward Jones Client Consultation Group, our in-house team of tax, legal, and estate planning professionals. I am proud that Edward Jones is a firm with strong governance and credibility.My work focuses on the following type of clients:- Families with inter-generational wealth strategic needs- Incorporated business owners- Executives and professionals such as lawyers, accountants, and physiciansSince 2008 my practice with Edward Jones has expanded to serve more clients in specialized investment, insurance, and strategic ways. We are located in downtown Hamilton, however I do meet clients in their homes, at their business and virtually.Both myself and my Branch Office Administrator, Rikki McNeil, are dedicated to ensuring our clients expectations are exceeded and that we are easy to work with. We look forward to meeting you soon.
Edward Jones
View- Website:
- edwardjones.com
- Employees:
- 35357
Steve Gregory Skills
Steve Gregory Education Details
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The University Of British ColumbiaEngineering Applications In Forestry, Silviculture, And Wood Science -
Alberni District Secondary School
Frequently Asked Questions about Steve Gregory
What company does Steve Gregory work for?
Steve Gregory works for Edward Jones
What is Steve Gregory's role at the current company?
Steve Gregory's current role is Financial Advisor | Providing solutions for businesses, professionals, and individuals in Hamilton's South-West.
What schools did Steve Gregory attend?
Steve Gregory attended The University Of British Columbia, Alberni District Secondary School.
What are some of Steve Gregory's interests?
Steve Gregory has interest in Now Raising A Puppy, Playing In A Band, Jogging.
What skills is Steve Gregory known for?
Steve Gregory has skills like Leadership, Investments, Asset Management, Public Speaking, Leadership Development, Retirement, Customer Service, Strategic Planning, Investment Advisory, Insurance, Retirement Planning, Wealth Management.
Who are Steve Gregory's colleagues?
Steve Gregory's colleagues are Katherine Scovell, Charles Ray Washington, Manuel Roberto, Dezi Tartaglia, Kelle Foland, Rita Lucero, Andrea Simon.
Not the Steve Gregory you were looking for?
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Steve Gregory, MSM
Montreal, Qc2isaix.com, isaix.com1 +151493XXXXX
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Steve Gregory
Electrical Engineering Technology (Co-Op) Graduate At College Of The North AtlanticSt John’s, Nl -
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