Gregory Banks

Greg Banks is Managing Director – Investments with TriPoint Wealth Management Group of Wells Fargo Advisors, where he helps individuals, families, and businesses turn financial complexity into clarity through strategies tailored to their unique goals. Since 2005, Greg has advised clients on retirement planning and wealth management solutions designed to provide flexibility, growth, and income that lasts a lifetime.

Retirement planning is a cornerstone of Greg’s practice. He works closely with clients to address the many questions that arise leading into and throughout retirement, helping them navigate complex decisions with confidence. His approach focuses on developing strategies that adapt to life’s changes while preserving principal and supporting long-term financial confidence. Greg guides clients through critical life and financial decisions, helping them weigh options, understand trade-offs, and make choices that align with their values and goals.

In 2025, Greg was honored as a member of the Wells Fargo Advisors Platinum Council. The Platinum Council distinction is held by a select group of  Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.

Outside the office, Greg’s life revolves around family. He and his wife, Shea, have been married for 26 years and enjoy camping, hiking, and fishing with their four children. Committed to giving back, Greg serves on the board of Utah Dispute Resolution (UDR), a nonprofit providing mediation and conflict-resolution services to families in need.

Greg’s mission is to deliver comprehensive financial advice and portfolio management with the highest level of personal service and professional integrity. He welcomes the opportunity to connect and explore how he can add value to your financial journey.

CA Insurance License Number: 0F50979. Resident State: UT