portrait of Gregory M Phelps
FINANCIAL ADVISOR

Gregory M Phelps

CFP®, CPWA®, CEPA®, AAMS™
1970 Rockledge Blvd, Rockledge, FL 32955opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

About Gregory

I have worked at Edward Jones since 2011. I am proud to follow in the footsteps of my late father, who was also an Edward Jones financial advisor, starting in 1994. I have earned the CERTIFIED FINANCIAL PLANNER™ certification, as well as the CPWA®, CEPA® and AAMS™ designations.

I am proud to be named to the 2024 Forbes Best-in-State Wealth Advisor and the 2023 and 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State lists*. I was invited to attend the Edward Jones Managing Partner's Conference in 2023, which recognizes the top 400 branch teams in the firm. I was selected based on...

Focus Areas

  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Portfolio Reviews

Work History

  • Edward JonesJune 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CPWA®

    Certified Private Wealth Advisor®
  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Central FloridaBachelor of Science

Personal Interests

  • Hiking
  • Hunting
  • Personal Fitness
  • Reading
  • Scuba Diving

Team Members

  • Cindy Stepina
    Sr. Branch Office Administrator
  • Deborah Carson
    Sr. Branch Office Administrator
  • Patti Faulkner
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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