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Gregory W. Humphreys |
Position: |
Financial Specialist |
Designation(s): |
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Address: |
3040 Post Oak Blvd., Suite 400 |
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Houston, Texas 77056 |
Phone: |
281.220.2770 |
Alt Phone: |
832.274.3046 |
Fax: |
713.622.1440 |
Email: |
greg_humphreys@wealthdesigngroup.net |
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Professional Experience
Greg began his financial services career in 2000. In 2008, after building a successful practice with both GE Financial Advisors and New York Life, he joined the team at Wealth Design Group. He is licensed with FINRA, The Financial Industry Regulatory Authority, and holds the Series 63, Uniform Securities Agent State Law License, and the Series 6, The Investment Company Products / Variable Life Contracts Representative license. Greg holds his securities license through Park Avenue Securities, LLC. Greg is also licensed as a general lines specialist that qualifies him to recommend Annuities, Life Insurance, Long Term Care, Disability and Medicare Supplement Health Insurance for his select clients. If what you thought to be true about your financial matters really wasn't, when would you want to know it? Greg's planning approach begins first with protecting your lifestyle, assets and cash flow. Using your actual financial information, Greg will identify ways to help maximize your monthly accumulation without changing your lifestyle, maximize cash flow by eliminating losing strategies and grow your wealth without increasing risk. You will appreciate his honesty, integrity and knowledge of how money really works. Greg's focus is on your best interests, not the financial institution's objectives. You will be more confident and secure in your financial future as Greg will prepare you well for the inevitable and unpredictable financial challenges that lay ahead. Prior to entering the financial services industry, Greg spent 16 years with The United Technologies Corporation, Otis Elevator Company, managing major elevator construction and renovation projects in Dallas, San Antonio, Oklahoma City and Houston.
Education
Texas Tech University – 1982: Degree in Business Administration - Marketing and Management
Continuing Education courses to keep compliant and current in all areas of insurance, investments and Financial Planning for Small Business Owners and individuals.
Memberships
& Afflilations
Houston Chapter of NAIFA - The National Association of Insurance and Financial Advisors.
Christ The Redeemer Catholic Church
Texas Tech Alumni Association and Red Raider Club.
Personal
Greg grew up in San Antonio, Texas, and has been married to Lisa for over 27 years. Residents of Houston since 1988, Greg and Lisa are still learning how to raise their two teenage boys, Brandon and Tyler. They are members of Saint Elizabeth Ann Seton Catholic Church and enjoy volunteering for various projects with the church throughout the year. Greg likes to fish at the coast, attend concerts with friends and vacation with his family whenever possible. Music, movies food and fishing are included in most of Greg’s leisure time.
Other
Registered Representative of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 400 Houston, Texas 77056. Securities products and services are offered through PAS, a registered broker-dealer, 713-622-0192. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Wealth Design Group is not an affiliate or subsidiary of PAS or Guardian. *Guardian does not offer Medicare Supplement Health Insurance.
PAS is a member FINRA, SIPC.
Licensed in (state):
Life insurance: Texas and Wisconsin Securities: Texas and Wisconsin
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+33.74