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Gregory B
Series 63, Series 65
Winter Springs, FL
Merrill
Gregory Baird serves as a Resident Director in the financial services sector. He specializes in wealth management, focusing on creating and implementing personalized financial plans tailored to clients' unique needs. Gregory's work involves managing investment portfolios and developing strategies that support clients' long-term financial goals. He began his career in financial advising in 1988 and has since earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC), and Chartered Retirement Plans Specialist™ (CRPS). Gregory holds a Bachelor's degree from Georgetown College and has completed various professional development programs related to financial advising. Gregory is actively involved in community initiatives, including participation with the Ovarian Cancer Research Alliance, and has served as a member of the Advent Health Cancer Institute Board.
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