Greg Pearce

Experience

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  SunTrust

  May 1998 - Sept 2008

  Vice President and Wealth Management Relationship Manager

  Provided holistic financial planning and implemented solutions determined by analyzing the unique financial circumstances my clients. Investment management , estate planning, retirement planning, succession planning and risk management were routinely evaluated. Profile of my clients met minimum net worth requirements of $2,000,000 and minimum household income of $250,000.

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  PNC Financial Services Group

  Sept 2008 - Aug 2010

  Vice President / Sr. Relationship Manager

  Provide advise to high net worth individuals and families. Parameters are $1,000,000 in liquid assets or $2,000,000 net worth and $250,000 household income. Salaried employee/non-commission.

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  Morgan Stanley Private Wealth Management

  Sept 2010 - Oct 2010

  Private Financial Advisor

  Provided financial advice to high net worth individuals, families, business owners, concerning their financial goals and aspirations; guiding, educating, implementing and monitoring the progress being made in meeting the stated goals.

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  Sandy Spring Private Client Group, a Division of Sandy Spring Bank

  Oct 2010 - now

  Vice President and Sr. Private Client Manager

  Having a conversation one person at a time about their current financial circumstances and goals and then providing advice and expertise. As a fiduciary, to educate and coach is what is done one person, family and business owner at a time. The goal with every conversation is to arrive at an understanding early on that trust and integrity are core values that are non negotiable.