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Gregg Smith, Private Wealth Advisor serving the Norfolk, VA area - Ameriprise Advisors

Gregg Smith

CFP®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Gregory Smith and Associates
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.8 out of 5 rating based on 22 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Financial Strategies for LGBTQ Couples and Families
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Small Business

Interests

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®

Education

  • BS, United States Naval Academy, 1977
  • MS, United States Naval Postgraduate School, 1985

Previous experience

  • US Naval Officer - aviator, 1977-1987

Community participation

I served on several non-profit Boards including Full Circle/Access AIDS and 2 national non-profit Boards which are aviation oriented, NGPA.

I have been a proud supporter of Equality Virginia, both locally and statewide. In 2013 I was selected as one of 7 OUTstanding Virginians by the Equality Virginia Board of Directors.

HRBOR (Hampton Roads Business Outreach) Beacon in Business award., 2016