portrait of Gregory J Nicholson

About Gregory

As a parent of three girls, I understand how day-to-day life commitments can create a challenge in terms of prioritizing long-term financial strategies. Since becoming a financial advisor in 2012, I have had the great opportunity to serve and advise clients and their families through life events and investment decisions. My clients consist of multiple generations of individuals, families and businesses, and they have trusted me to help them achieve their goals, ranging from paying for education and building retirement income to leaving a legacy for their loved ones. In fact, I am a second-generation financial advisor and am very...

Focus Areas

  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings

Work History

  • Edward JonesDecember 2011 to Current

Education

  • Western Oregon UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Hockey
  • Traveling
  • Hiking
  • Gardening

Team Members

  • Erica Heider
    Sr. Branch Office Administrator

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Office Information

Hours

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

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