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Gregory C
CFP®, Series 66
Wilmington, DE
Wall St LLC
Gregory Coverdale Jr. is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Wall St LLC in Wilmington, DE. His prior roles include positions at Indiana Merchant Banking And Brokerage Co., Civitas Partners, Gunn Wealth Management, Merrill, and TD Ameritrade. Outside his advisory work, he provides financial planning advice to Air Force and National Guard servicemembers as a Personal Financial Counselor. Wall St LLC offers investment advice and financial planning primarily to businesses, institutions, and pension funds, as well as individual clients. The firm employs an investment process that integrates Modern Portfolio Theory with fundamental and technical analysis, operates on a non-discretionary basis, and offers a variety of fee arrangements including subscription fees and hourly planning.
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