Advanced Markets Consultant @ (May 2018 - January 2022)
Regional Vice President-Dedicated Life Consultant @ (January 2013 - May 2018)
Regional Vice President-Account Executive @ (January 2011 - January 2013)
Wealth Management Consultant @ (June 2008 - January 2010)
Regional Sales Director @ (November 2007 - June 2008)
Regional Vice President @ Thrivent Financial For Lutherans (July 2002 - November 2007)
Regional Vice President @ (January 1998 - June 2002)
Branch Manager @ (December 1996 - January 1998)
Financial Advisor @ (July 1994 - December 1996)
Vice President of Sales @ (January 1987 - July 1994)
Life Insurance Agent @ (August 1985 - January 1987)
Gregory Pettys Education
CFP Board of Standards
CFP Certified Financial Planner
2006-2008
The American College of Financial Services
Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC)
Gregory Pettys Skills
Certified Financial Planner
Succession Planning
Estate Planning
Team Building
Consulting
Financial Services
Insurance
CLU
Chartered Financial Consultant
Published Author
Life Insurance
Financial Advisory
Wealth Management
High Net Worth Individuals
Training
Pastoral Theology
Gregory Pettys Summary
Gregory Pettys, based in St. Louis, MO, US, is currently a Vice President-Advanced Planning at Bank of Springfield. Gregory Pettys brings experience from previous roles at Synergy Wealth Solutions, Prudential Financial, The Hartford and Saybrus Partners. Gregory Pettys holds a 2006 - 2008 CFP Certified Financial Planner @ CFP Board of Standards. With a robust skill set that includes Certified Financial Planner, Succession Planning, Estate Planning, Team Building, Consulting and more. Gregory Pettys has 4 emails on RocketReach.
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