Gregory Binney

Gregory B. Binney, CFP®
Wealth Advisor Truist Bank

303 Peachtree St NE

Floor 31,

Atlanta, GA 30308-3200

About me

Background

Over the past 27 years with Truist and its predecessor firm, SunTrust Bank, I’ve developed a diverse background within various lines of business, including credit, sales, and wealth management, and corporate, investment, and commercial banking.

For the past 14 years, I’ve collaborated with senior physician leadership and practice management to deliver capital and capital markets solutions that support their practices’ strategic growth plans. These partnerships also include using available cash and claims management, and payer solutions to help improve efficiencies and maximize cash flow.

My other key focus areas are employee benefit solutions, property and casualty insurance, medical malpractice insurance, defined contribution and defined benefit plans, as well as comprehensive financial solutions to high-income/high-net-worth physicians and their medical practices. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, this includes financial planning, investment management, tax planning and estate strategies, risk management, and retirement planning.

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

BA in Economics
Rollins College 1990 1994

Personal Interests

Greg has lived in Atlanta for 34 years, graduating from The Lovett School.  He is an active member at Holy Innocents' Episcopal Church, having served as a Vestry member, Junior Warden, Treasurer and Assistant Treasurer.  As a former baseball player, he dedicates much of his spare time coaching at Northside Youth Organization, a passion that has produced 6 league championship teams.

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

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