Gregory

Gregory: Email & Phone Number

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Lead Financial Planner at Clark Asset Management|Palmetto, Florida, United States

Position:

Lead Financial Planner at Clark Asset Management

Location:

Palmetto, Florida, United States

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Last updated: 2026-05-23
Updated: 2026-05-23

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Work Experience 14 years

Lead Financial Planner at Clark Asset Management

Sep 2025 - Current

VP, Financial Consultant at Charles Schwab

Apr 2019 - Jul 2025

Associate, Financial Consultant at Charles Schwab

Mar 2018 - Apr 2019

Advisory Counselor at T. Rowe Price

May 2017 - Mar 2018

Workplace Financial Consultant at T. Rowe Price

Sep 2014 - May 2017

Senior Sales and Retention Specialist at T. Rowe Price

Aug 2013 - Sep 2014

Participant Service Center Representative at T. Rowe Price

Apr 2012 - Aug 2013

Gregory started working in 2012, then the employee has changed 2 companies and 6 jobs. On average, Gregory works for one company for 2 years.

Their professional focus is Cash Flow Management, Estate Planning, and Relationship Building across 3 core areas.

Gregory holds Life and Health Insurance License, Certified Financial Planner (CFP), and Series 66 certifications.

Education

Bachelor's degree at University of South Florida

Gregory Namesakes

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Gregory
Systems Engineer
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Gregory
Pilot
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Gregory
President
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