Gregory Brun, CLU, ChFC, CFP

Gregory Brun, CFP®, ChFC®, CLU®
Senior Vice President - Investments

Greg takes pride in addressing the complex circumstances that help clients achieve multi-generational wealth with his unmistakable brand of enthusiasm.

Though always intrigued by estate planning strategies, he actually considered law school until he received a piece of life-changing advice: He could still help families the way he wanted without becoming an attorney. Now, after 15 years working as a Private Banker and Wealth Management Advisor, he is proud to join a team where his talents in delivering sophisticated investment strategies to successful families and business owners can shine.

Comprehensive Knowledge. All-Encompassing Care.

Greg readily admits he’s not the only advisor with this area of focus. But he believes he distinguishes himself in an important way: A promise to know the ins-and-outs of intergenerational wealth planning and each of his clients.

He makes this promise to established, high-net worth families and those relatively new investors who are intent on receiving guidance for growing their wealth.

To demonstrate this commitment, he earned the CERTIFIED FINANCIAL PLANNER®, CHARTERED FINANCIAL CONSULTANT® and CHARTERED LIFE UNDERWRITER® certifications. Individually, each helps promote more robust outcomes for his clients’ goals. Put all three together and Greg feels confident in his ability to provide wide-ranging guidance, from mitigating liabilities and financing aircraft to instituting Employee Stock Ownership Plans (ESOPs) — and everything in between.

At the same time, Greg knows his education would mean nothing if he didn’t understand each client’s specific situation. This is why he takes a “quality over quantity” mentality when engaging new clients: To provide the high-caliber, fiduciary level of service his households both require — and deserve.

Outside the Office

Greg has been happily married to his wife, Andrea, for 12 years. Together, they’re the proud parents of three children. When he’s not spending time as a father or husband (which can be rare) you’ll find him working to improve his 12 handicap on the links.