Skip to main content

What's Up Magazine

Sandy Spring Private Financial Services

Feb 07, 2012 12:05AM ● By Anonymous
What are my areas of concentration:

- Business Succession Planning
- Estate Planning
- Investment Management

What proficiency do you offer your clients?

I can effectively translate a complex financial landscape into terms that clients can understand. In addition, I coordinate attorneys, CPAs and other professionals in combination with various financial planning disciplines. The results are holistic, client centered solutions that my clients understand and value.

What is your educational and professional background?

- BS/Finance Salisbury University
- MBA Salisbury University
- Chartered Financial Consultant®
- Banking professional since 1984
- Wealth Management professional for 15 years

What inspired you to become a financial professional?

When advising clients, my primary focus is clearly centered on meeting their unique financial needs. Advising clients and seeing them confidently move toward meeting their financial goals provides me with a great deal of personal satisfaction. I take the role of trusted advisor very seriously and take pride in being a valued member of my clients’ team of professionals.

What is the most important service you offer your clients?

Simply to listen, provide objective financial advice, and implement and monitor progress toward meeting my clients’ financial goals.

Greg Pearce, CFP®, ChFC®
Vice President, Relationship Manager
Sandy Spring Private Financial Services
148 Jennifer Road, Annapolis, MD 21401 | 410-266-3000, ext. 6798

At Sandy Spring Private Financial Services, we take great pride in providing superior service that is responsive to our clients’ needs—and know that we will be judged not only on our financial expertise and investment performance, but on our ability to deliver customer service that truly exceeds client expectations as well. We have helped scores of local clients invest confidently and realize their dreams. Discover what we can do for you. To set up a no-obligation consultation to draft your financial blue print and build your financial future with the help of a strong, experienced and trustworthy partner, call us at 1-800-399-5919. A Sandy Spring Private Financial Services associate will be happy to assist you. Non-Deposit Investment Products: *Not FDIC Insured *No Bank Guarantee * Not a Bank Deposit *Not Insured by any Federal Government Agency *May Lose Value