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Elizabeth Gregg, MBA, CDFA ™

Elizabeth Gregg, MBA, CDFA ™

Elizabeth Gregg, a native of Charlotte, has been helping business owners and individuals in the community since 1998. A former benefits manager for a large textile company, Elizabeth holds an MBA from Kenan-Flagler Business School at UNC Chapel Hill. This combination of corporate experience and finance brings a wealth of knowledge to her clients as she works to help them pursue their personal financial goals and support their business endeavors.

In addition to her investment work, she helps clients with individual and group insurance needs and offers comprehensive financial and retirement planning. She also holds the Certified Divorce Financial Analyst™ designation and supports attorneys and families in the divorce process.

Active in the Charlotte community, Elizabeth is a past president of The Junior League of Charlotte, Inc., The Society For Financial Service Professionals and former board member of Child Care Resources, Inc. She has three wonderful adult children

Insurance: North Carolina, South Carolina.

Registration for Securities in the following states: CA, FL, IL, MO, NC, SC, SD, TN, NY and VA