Keith E. Gregg, Founder / CEO / President

A Financial Services industry Executive with over two decades of experience, Keith E. Gregg is a business acceleration specialist and brings a wealth of sales, marketing, operations, brokerage and distribution experience to Gregg Financial Network. An innovative and well-respected leader, Keith has held C-level positions with major broker-dealers, an investment bank, and investment management firms where he successfully executed strategic sales and marketing plans, as well as managed internal and external salesforces.

Specifically, at Wachovia Securities Financial Network, as Senior Vice President and National Sales Manager, he was responsible for sales, marketing and recruiting of 500+ financial advisors and managed business development teams, regional directors, and the marketing and support staff. As EVP, Chief Sales and Marketing Office for a major turnkey asset management provider, Keith was accountable for the direction, oversight and execution of all business development efforts. In addition, he held executive positions at GE Capital and Prudential Investments. And, to round out his robust background, Keith is also a nationally recognized expert of value-added wholesaling.

Keith is the past founder and Chairman of the Wealth Advisor Institute (WAI), Chairman of the Membership Committee for the Investment Management Consulting Association (IMCA), active member of numerous industry associations including SIFMA, Advisors Forum and Wealth Council. He is widely quoted and has been a contributor to CNBC, Private Wealth Magazine, CNNfn, and is the author of "Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts.”

Keith was honored as a nominee for the prestigious Skip Viragh Award in 2006. He holds FINRA Series 7, 24, 63, and 65 registrations, and is a graduate of the Securities Industry Institute at University of Pennsylvania's Wharton Business School.

He is proud to have served in the United States Marine Corps and he was honored to receive the distinguished Presidential Service Award from President Ronald Reagan while serving aboard Marine One.

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