Skip to Main Content
portrait of Greg Sloat
FINANCIAL ADVISOR

Greg Sloat

806 Coffeen Ave, Sheridan, WY 82801opens in a new window
CallSend Me a Message

About Greg

"He helps people with their money!" That is what my daughter will tell you if asked, "What does your daddy do?" The truth is it goes much deeper than that. I believe what I do is help people understand their financial goals and help them reach those goals. My objective is always improvement and progression. I work with successful families and business owners to help them remove the stress of wealth, so they can focus on what is most important in life.

This is done by using an established process to determine what is most important to you, tailoring a...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Divorce Finances

Work History

  • Edward JonesMay 2016 to Current

Education

  • Southern Utah UniversityBachelor of Science

Team Members

  • Kelley Olson
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

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 By Appointment Only
Sun Closed

Phone

(307) 672-0202

Fax

(888) 839-0095

Office Address

806 Coffeen Ave
Sheridan, WY 82801opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More