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portrait of Greg Gotham
FINANCIAL ADVISOR

Greg Gotham

CFP®, AAMS™
1325 N Main St Ste E, Adrian, MI 49221opens in a new window
CallSend Me a Message

About Greg

I have always had a passion for guiding and advising others on life and financial decisions. Shortly after settling my parents' estate, I had the opportunity to speak with an Edward Jones financial advisor. During our conversation, I realized that this was what I was meant to do with my life.

So in 2013, after a 25-year career in corporate finance, I began my journey with Edward Jones as a financial advisor. I was attracted to Edward Jones because of the firm's client- and family-centered values. The firm's mission and vision complement my own personal values, including integrity, hard work and...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Business Retirement Plans

Work History

  • Edward JonesJanuary 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Eastern Michigan UniversityMaster of Business Admin
  • Madonna UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Camping
  • Community Outreach
  • Hockey
  • Cycling

Team Members

  • Michelle Sall
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(517) 264-5945

Fax

(866) 550-9731

Office Address

1325 N Main St Ste E
Adrian, MI 49221opens in a new window

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