Being a Financial Advisor is all about building relationships with clients. By learning more about you, your family and your needs, I am able to offer more personalized advice and service. Please read below to learn more about me.

Greg Gilmore is a Financial Planning Specialist, Second Vice President – Investments and guided portfolio manager with Morgan Stanley Smith Barney’s Consulting Group. Greg is one of only a few in this region of the country who have that mixture of financial certifications.

Backed by the largest financial services company in the United States, Greg feels strongly that the best approach to financial planning is the personal approach. To assist with meeting and exceeding your financial goals and objectives.

Greg worked on his undergraduate studies at Indiana University and worked on his MBA at the University of Notre Dame. Active in leadership of numerous philanthropic organizations in the Midwest. Greg believes in assisting communities within the Michiana Area to further grow, thrive and ultimately be a better community for our up and coming younger generation.

Greg is heard periodically on various medias including TV, radio and newspapers. Greg and his lovely bride Pat were both born and raised in the Michiana area and have chosen to raise their three girls here as well.