Greg Pearce
CERTIFIED FINANCIAL PLANNER™, Vice President
“When advising clients, my primary focus is clearly centered on meeting their financial needs. Advising clients and seeing them confidently move toward meeting their financial goals provides me with a great deal of personal satisfaction. I take the role of trusted advisor very seriously and take pride in being a valued member of my clients’ team of professionals.”
Areas of Specialty
- Business Succession Planning
- Intergenerational Wealth Transfers
- Estate Planning
- Professional Asset Management
- Risk Management/Insurance Planning
Background and Credentials
- Financial Professional since 1984
- Bachelor of Science in Finance from Salisbury University
- Masters of Business Administration from Salisbury University
- CFP®, 2003
- ChFC®, 2003
Community and Professional Involvement
- Involved in various community boards including Immediate Past President of the Delmarva Planned Giving Council
- Regularly speaks on various financial topics in the area