Greg Monson, Financial Advisor
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • New Investors
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

About Greg

With 29 years of experience as a financial advisor with Edward Jones, we have been able to help investors and their families build financial confidence in their futures.

I'm inspired every single day by the people we work with and meet. Together, my branch office administrator, Jill Spielvogel, strives each day to provide the most ideal client experience that we can. Our focus is to create a partnership with families and businesses to understand their priorities, identify specific financial goals, and develop tailored financial solutions.

I graduated from the University of Wisconsin-Madison with a BS in agricultural economics and business law and...

Work History

  • Edward JonesDecember 1993 to Current

Education

  • Univ of Wisconsin - MadisonBachelors

Personal Interests

  • Community Outreach
  • Volunteering
  • Traveling
  • Active Lifestyle
  • Sports Enthusiast

Team Members

  • Kyra Monson
    Associate Financial Advisor
  • Jill Spielvogel
    Sr. Branch Office Administrator
  • Holly Genske
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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