Greg Pearce

Bio

Greg has more than four decades of experience in the financial services industry, advising individuals, families and business owners to help meet their unique financial needs and move forward with confidence toward their long-term goals. He takes the role of trusted advisor seriously and prides himself on being a valued member of each client’s team of professional advisors.

Greg specializes in business succession planning, international wealth transfers, estate planning, professional asset management, risk management and insurance planning.

He earned a bachelor’s degree in finance and a master’s in business administration from Salisbury University. Greg holds the Certified Financial Planner™ and Chartered Financial Consultant® (ChFC) designations, both earned in 2003.

Active in his community, Greg serves on several local boards and is the immediate past president of the Delmarva Planned Giving Council. He is also a frequent speaker on a wide range of financial topics throughout the region.