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Gregg Smith

An Ameriprise Platinum Financial Services® Practice
CFP®, CLU®, SENIOR FINANCIAL ADVISOR
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(757) 626-1300
Norfolk, VA 23517

Contact Information


(757) 626-1300
520 W 21st St
Ste J2
Norfolk, VA 23517
GREGORY SMITH AND ASSOCIATES A financial advisory practice of Ameriprise Financial Services, Inc., a financial advisory practice of Ameriprise Financial Services, Inc.

www.ameripriseadvisors.com/gregory.f.smith

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My Philosophy

I've been helping people reach their goals for 20 years.

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.


Interests

  • Private aviation -- "Grey Dog Aviation"
  • Boating/Sailing
  • Music - both playing and listening!
  • Animals

Community Participation

I have served on several non-profit Boards including Full Circle/Access AIDS, TACT, and the Norfolk SPCA. I also serve on 3 national non-profit Boards, 2 of which are aviation oriented. I have been a proud supporter of Equality Virginia, both locally and statewide.



Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Experience

Areas of Focus

  • General Financial Planning
  • Income Tax Planning Strategies
  • Domestic Partner Planning
  • Investment Advice
  • Small Business
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies

License Information

I am licensed and registered to conduct business in VA.

Based on licenses and registrations I hold, I may also conduct certain business in CA, DC, DE, FL, GA, IN, MD, NC, NY, OH, TN, WI, WV

CA Insurance #0D12385

My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.