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Greg Gilmore
Consulting Group
Financial Advisor
Financial Planning Specialist
Vice President - Wealth Management
City Center Building
211 West Washington, Suite 2200
South Bend, IN 46601
tel: 574-251-9134
toll free: 800-322-2425
fax: 574-234-2484
Email Me
Welcome Education Associations Services Experience
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
Education and Licensing
  • Financial Planning Specialist
  • Certified Portfolio Manager
  • Senior Financial Advisor
  • Certified Financial Manager
  • Qualified Retirement Plan Consultant
  • Annuity, Long Term Care & Life Insurance Licenses
  • Series 65 License
    Investment Advisory Agent
  • Series 7 License
    General Securities License
  • Series 63 License
    Uniform State Exam
Associations
  • South Bend/Mishawaka Chamber of Commerce
    Past Board Member
    South Bend, IN
  • D.A.R.E - Drug Abuse Resistance Education
    Past Chair Person
    South Bend, IN
  • American Lung Association
    Past Chair Person
    St. Joseph County
  • Former Rotarian and Board Member
    South Bend, IN
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Alternative Investments
  • Family Consulting
  • Art Advisory
  • Philanthropic Services
  • Trust Services and Accounting
  • Endowments and Foundations
Business Experience
  • 2000 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Financial Planning Specialist
    Vice President - Wealth Management
    South Bend, IN
  • 1995 - 2000: Merrill Lynch
    Senior Financial Advisor
    Certified Financial Manager
    South Bend, IN
  • 15 Years Corporate Money Management Experience Including Area Manager
Bulletin Board
  • Risk management strategies for individuals, couples and domestic partners...time for a review.
  • Is your cash working hard enough? Our federally insured CD program can offer you competitive rates. Talk to us for details.
Greg Gilmore is licensed in the following state(s): AL, AR, AZ, CA, CO, CT, FL, IA, IL, IN, KY, LA, MI, NC, NM, NV, OK, TX, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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