Gregory "Greg" Jones

Credentials:
  • CASL®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Risk Management Strategies, Estate Planning, Financial Education, Military

Languages: English

As a six time 5 Star Wealth Advisor winner with over 27 years of industry experience, my goal is to provide my clients clarity and focus with assistance in building their financial freedom.  I have the skills, knowledge, and experience required to meet my clients' goals.  My personal goal is to become a lifetime resource for each client. 

Education

Bachelor of Science in Finance and Economics from Southern Methodist University (1988 - 1992)

Hobbies

Hiking, golf, and hunting

Affiliations & Memberships

SMU Alumni Association
Alumna Sigma Alpha Epsilon

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Contact Gregory

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Spectrum Financial Group

Main Office

13455 Noel Road 20th Floor
Dallas, TX 75240

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CRN202102-243140