Gregory C. Vermeulen established his wealth planning practice in 1984, providing strategies for individuals, families and business owners. He is committed to helping his clients make informed and objective financial decisions that significantly improve their lives.
Greg holds a Bachelor of Science degree in Business Administration with a concentration in Accounting from Towson State University.
Greg is an Accredited Asset Management Specialist designee. This designation is awarded by the College for Financial Planning to investment professionals. He is a registered representative with LPL Financial holding his FINRA Series 6, 7, 63 registrations through LPL Financial, member FINRA/SIPC. He also holds a Series 66 (held with LPL and Synergy Financial Group) license as an investment advisor representative with Synergy Financial Group, a registered investment advisor.
Greg, his wife Jacquie and children, Ryan, Morgan & Carly make their home in Glen Arm, Maryland. When he isn’t helping clients, he can be found coaching his children’s various youth sports teams, playing an occasional round of golf or spending time with friends and family.
Greg also takes significant pride in the numerous charities he and his firm support, always contributing back to the community.