Director of Financial Planning
Greg Johns joined the firm as Director of Financial Planning in October, 2020. Greg joined WWM with a wealth of financial knowledge, with more than seven years in the financial services industry.
Greg is responsible for the daily execution and management of wealth operations. He supports the firm’s Partners by providing portfolio analysis, creating customized financial plans, budgets, cash flow analysis and securities trade execution.
Greg has earned his series 7 and series 66 securities licenses and is a Chartered Financial Analyst Level 1 candidate. In addition to his knowledge, Greg brings passion for helping people be well-planned, and delivers award-winning dedication to client service.
A music buff, who also plays bass, guitar and piano, Greg spends his spare time writing and recording music. When not spending time with his wife Malissa, daughter and son, Greg and his family pursue philanthropic activities, including supporting St. Jude and a family in Honduras through Compassion International.