Gregory "Greg Pettys" Pettys

Credentials:
  • CFP®
  • CLU®
  • ChFC®

Focus: Insurance Strategies, Investment Strategies

Languages: English

Greg Pettys is the Synergy Wealth Solutions Advanced Markets Consultant with over 33 years of experience in the financial services industry. As a Financial Planner, he has worked with thousands of high net worth individuals , banks, and successful business owners and their legal and tax planning teams to help implement estate planning techniques, complex wealth transfer concepts, business transition strategies, executive benefits, creative uses of charitable trusts, premium financed life insurance, and bank owned life insurance. He attended Georgetown College and has the professional designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and is a Certified Financial Planner (CFP) Professional.

Greg is the co-author of the financial planning book, “The Smart Stepfamily Guide to Financial Planning.” by Bethany House Publishers and is frequently called upon to speak at training and educational seminars for clients, financial advisors, attorneys and tax advisors.

Through a collaborative team planning approach Greg can help you to both reach your personal financial goals and expand the capabilities of your business or bank.

Greg resides in Springfield, IL with Johnita, his wife of 30 years, and is the proud father of six children and a grandson. He also is an ordained pastor with a focus on helping those less fortunate in the nation of India, where he has taken four mission trips and also published several books in Indian dialects.

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Synergy Wealth Solutions

Main Office

16150 Main Circle Drive Suite 400
Chesterfield, MO 63017-4689

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CRN202203-260443