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Gregory R

Series 65

Charleston, SC

Hilton Head Capital Partners, LLC

Gregory Roberts is a financial advisor at Hilton Head Capital Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hilton Head Capital Partners in 2025, he worked as a financial analyst at an electric utility and had roles at Raymond James Financial and as a self-employed advisor. He will continue his employment at the utility until early 2026 and will not be actively engaged in the day-to-day business of Hilton Head Capital Partners until then. Hilton Head Capital Partners provides portfolio management, financial planning, and consulting services to individuals, small businesses, and trusts. The firm combines model allocations with tailored recommendations and utilizes a mix of equities, mutual funds, ETFs, and fixed income, employing both fundamental and technical analysis alongside long- and short-term strategies.

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