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President, Advisory Marketing Services Greg oversees the firm’s Insurance and Wealth Management departments. Prior to joining WFG in October of 2003, Greg was Regional Marketing Director for AIG/SunAmerica Retirement Markets Inc. He received his Bachelors degree from TexasChristian University. He also holds certifications in Long-Term Care (CLTC), Financial Planning (CFP), and Equity Indexed Annuities (CEIA). Greg is a member of the Financial Planning Association and holds a Life, Health & Variable Annuity Insurance License, as well as Series 7, 24, 63 and 65 FINRA registrations. Greg and his wife, Sharon, reside in Colleyville, Texas. Their daughter, Jennifer, lives in Dallas and is a Project Manager for Turner Construction Company. |
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800.225.3650
972.661.8700
Williams Financial Group
2711 North Haskell Avenue
Suite 2900
Dallas, TX 75204