Gregory Latini, CFP®WEALTH ADVISOR
Greg joined the Davidson office in October of 2019. He specializes in working with individuals, families and business owners by educating and inspiring them to accumulate, protect, and distribute wealth. Greg utilizes a holistic approach to financial planning, concentrating on strategies that focus on all aspects of his clients’ financial and personal goals.
Greg has over 13 years of experience as a financial planner and is a Certified Financial Planner Practitioner.
Greg’s mission is to service his clients with honesty and integrity and to partner with his clients so that they can live the life they want to lead.
Outside of the office, Greg is active in the community helping and supporting causes for underprivileged children. He enjoys spending time with his family, coaching his son’s baseball teams and enjoying long weekends at the beach.