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Gregory B

Series 66

Grafton, OH

Edward Jones

Gregory Beier is a financial advisor with Edward Jones in Grafton, Ohio, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Terrence G

Series 63, Series 65

Troy, OH

Wells Fargo Advisors

Terrence Geary is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Sanctuary Advisors LLC, Monere Investments, Inc., and Alt Fund Distributors LLC. Outside of his advisory role, he is the founder and executive director of Just One Dash, a volunteer-run nonprofit supporting families in East Garfield Park, Chicago. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and personalized investment recommendations supported by proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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