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Gregory W

Series 65, Series 63

Columbia, SC

Bankers Life Advisory Services, Inc.

Gregory Wallace is a financial advisor at Bankers Life Advisory Services, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Bankers Life Securities, Inc. since 2016 and Bankers Life and Casualty since 2010. Outside of his advisory role, he serves as a unit field trainer and insurance agent and is pursuing certification as a Ramsey Solutions financial coach to assist others with basic financial education. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients' goals, risk tolerances, and time horizons.

Wealth management Retired
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Katherine B

Series 63, Series 65

Columbia, SC

Bankers Life Advisory Services, Inc.

Katherine Brown is a financial advisor with Bankers Life Advisory Services, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2010. Outside of her advisory role, she volunteers as a cookie manager for the local Girl Scouts troop, overseeing training, ordering, and sales activities during the annual cookie program. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Wealth management Retired
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