portrait of Gregory A Surber

About Gregory

I began my financial advisor career with Edward Jones in 2000. As a financial advisor, I think it is essential to know what is important to you and what goals you want to accomplish, as well as understand the level of risk you're comfortable accepting when investing. Working together, we can help you develop a tailored strategy to achieve your financial goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • College Savings

Work History

  • Edward JonesMay 2000 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Ball State UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Sports Enthusiast
  • Cycling

Team Members

  • Denise Anders
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

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