Greg Gianfortone

Greg Gianfortone
Premier Advisor

4320 South 17th Street

Wilmington , NC 28412

About me

Background

Since 2008, I have been helping individuals and families navigate their financial lives with confidence. As a Premier Advisor, I take a proactive, planning-based approach, working closely with clients to understand their goals, simplify complex decisions, and helping to develop strategies that align with their long-term objectives. My passion is meeting clients where they are and serving as a trusted partner throughout their financial journey.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Business Administration- Finance
University of North Carolina Wilmington

Personal interests

When I’m not working with clients, I enjoy spending time with my family. We love traveling, attending live music events, barbequing, and hosting gatherings with friends. I’m also passionate about staying active and enjoying the outdoors—whether that’s running, cycling, working out, golfing, or catching a wave whenever I have the chance.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

Locations

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