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

Focus Areas

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

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

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

Send Me a Message

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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

Phone

(321) 636-6882

Fax

(888) 777-4709

Office Address

1970 Rockledge Blvd
Rockledge, FL 32955opens in a new window

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