Steve Gregory, Financial Advisor

Focus Areas

  • Business owner considerations
  • Estate and legacy strategies
  • Intergenerational planning
  • Retirement income strategies
  • Retirement savings strategies
  • Wealth protection strategies

About Steve

As a financial advisor at Edward Jones I focus on providing tailored wealth strategies for clients. I enjoy helping people come to a better understanding of their goals and gain confidence knowing that what matters most to them can be accomplished. It makes my day when I hear stories of clients enjoying what they worked hard for and knowing we played a role in their success.

I use an established process to help clients understand what matters most to them, to talk openly about risks and fee structures, and to collaborate to build strategies that work. Aligned with our firm philosophy,...

Work History

  • Edward JonesMay 2008 to Current

Personal Interests

  • Spending Time with Family
  • Cooking
  • Hiking
  • Music
  • Wine Collecting/Enthusiast

Team Members

  • Rikki Hyk
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More