Gregory Michael, CFP

As a Financial Advisor and Senior PIM Portfolio Manager, Greg has constructed and managed portfolios for the past 25 years for clients who value his knowledge, insight, and Integrity. In 1990, after graduating from Shepherd College in Shepherdstown, West Virginia, Greg accepted a position as aide to Chief Justice William Rehnquist at The United States Supreme Court. While at the Court, Greg attended night school and received an M.A. degree in International Transactions from George Mason University. Greg left the Court in late 1997 and joined Morgan Stanley as a Financial Advisor in the spring of 1998. Greg went on to receive his CERTIFIED FINANCIAL PLANNER® certification in 2004 and moved to Wells Fargo Advisors in September 2007. Today, Greg plays an integral part in managing client portfolios largely on a discretionary basis.  He is a member of Braddock Wealth Management Group of Wells Fargo Advisors.

 

In his free time, Greg enjoys family activities and spending time outdoors. Greg is also a student of history and has a keen interest in the Great Depression era, World War II, as well as current day geopolitical affairs. Previously, Greg served on the Board of Trustees of The United States Supreme Court Historical Society.

 

Greg lives in Martinsburg, West Virginia with his wife and son. Currently Greg is serving on the finance committee of Faith Christian Academy in Martinsburg, West Virginia.

 

 

This information is intended for use by residents of AK, AR, AZ, CA Insurance License Number 4397689. Resident State: VA. This information is intended for use by residents of AK, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MT, NC, NH, NJ, OR, PA, SC, TN, TX, UT, VA, WA, WI, and WV only.