Gregory Barkauskas

Gregory T. Barkauskas, CFP®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

801 Laurel Oak Dr

Second Floor,

Naples, FL 34108-2180

About me

Background

As a Financial Advisor in The Kellam Group of Truist Investment Services, Inc., Greg Barkauskas offers more than 35 years of wealth management experience. He holds the CERTIFIED FINANCIAL PLANNER ™ professional designation that encompasses investments, financial planning, credit, and estate planning concepts to help address his clients’ complex financial needs. Including the Series 24 principals’ license, Greg holds the Series 6, 63, 65 and 7 securities registrations and has a background in institutional money management, as well as experience in bond analysis, fixed income and alternative income producing instruments. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BA History
Princeton University 1970 1974
MBA Finance
Columbia University (NY) 1975 1977

Personal Interests

Greg is a native of New Jersey and is graduate of Princeton University, with a Master’s Degree in Finance from Columbia University. Active in his local community, Greg serves as Treasurer of the Board of Directors of the Greater Marco Island YMCA, and is a member of the Professional Advisors Council of the Collier County Community Foundation. Greg has been a South West Florida resident for nearly 20 years. 

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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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