Greg Wallace

Greg Wallace
Virtual Premier Banker

2320 Cascade Pointe Blvd

Charlotte, NC 28208-6700

About me

Background

Greg Wallace is a Virtual Premier Banker with 24 years of financial services experience. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. His daily goal is to put his clients first: building and maintaining a connection with them to ensure that he assists with their families’ needs well into the future. Greg seeks to build his clients’ trust through high-touch attention, in-depth conversations, and technology.

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

Education

Bachelor's in Speech Communications
University of North Carolina at Chapel Hill

Personal interests

Greg enjoys golf, tennis and being out on the lake or at the beach.

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.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

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

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

To
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