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Greg Mullaney, Private Wealth Advisor serving the Louisville, KY area - Ameriprise Advisors

Greg Mullaney

CFP®

Private Wealth Advisor

Chief Executive Officer of
Somnio Capital Solutions
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 8 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Family Finances
  • Wealth Preservation Strategies

Interests

- spending time with my wife (Katie), daughters (Lucy and Elizabeth), son (Charlie), golden retriever (Zoey) extended family and friends

- Coaching my kids Lacrosse and Basketball teams

- Golf

- skiing

- You can't keep me away from a construction project having spent five years in the business as Director of Purchasing for the Clark Construction Group, LLC

Awards & recognition

  • Forbes Top Next-Generation Wealth Advisors, 2019, 2020
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019,2020
  • Forbes Best-in-State Wealth Advisors, 2019 - 2021
  • Ameriprise Client Experience Award, 2021
  • Ameriprise Circle of Success, 2016-2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Georgetown University, BSBA in Finance and Accounting

Previous experience

  • Clark Construction Group, LLC - Director of Purchasing, 2005-2009
  • Fenimore Asset Management - Research Intern, Summer 2004
  • Merrill Lynch - Intern, Spring 2003 - Spring 2004

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