Greg Wales Email & Phone Number
President
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Greg Wales Location
- Clemson, SC, US
Greg Wales Work
- President @ Keowee Financial Group Inc. (August 2015 - Present)
- President @ Black Harbor Wealth Management LLC (April 2012 - August 2015)
- Personal Financial Representative @ (January 1997 - April 2012)
- Agency Owner @ (January 1992 - April 2012)
- Advertising Sales @ Edwards Publications (January 1991 - January 1992)
Greg Wales Education
- Wilbur O. and Ann Powers College of Business at Clemson University
Bachelor of Science (Marketing, minor in Finance)
1984-1990
Greg Wales Skills
- 401k
- 401k Rollovers
- 403 b
- 529 Plans
- Alternative Investments
- Asset Management
- Brokerage
- Disability Insurance
- Estate Planning
- Financial Advisory
- Financial Planning
- Financial Services
- Fixed Annuities
- Fixed Income Strategies
- IRAs
- Income Protection
- Insurance
- Investment Advisory
- Investments
- Life Insurance
- Long Term Care Insurance
- Mutual Funds
- Policy Review
- Qualified Retirement Plans
- REIT
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Roth IRA
- SEP IRA
- Self Directed IRA
- Series 6
- Series 63
- Series 65
- Series 7
- Simple IRA
- Small Business
- Social Security
- Stock Trading
- Strategic Financial Planning
- Traditional IRA
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Preservation Planning
- Wealth Transfer
- Business Development
- Marketing Strategy
- Marketing
- Customer Service
- Strategic Planning
Greg Wales Summary
- Greg Wales, based in Clemson, SC, US, is currently a President at Keowee Financial Group Inc.. Greg Wales brings experience from previous roles at Black Harbor Wealth Management LLC, Allstate Financial Services, Allstate Insurance and Edwards Publications. Greg Wales holds a 1984 - 1990 Bachelor of Science in Marketing, minor in Finance @ Wilbur O. and Ann Powers College of Business at Clemson University. With a robust skill set that includes 401k, 401k Rollovers, 403 b, 529 Plans, Alternative Investments and more. Greg Wales has 1 emails and 2 mobile phone numbers on RocketReach.
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