About Greg Mead
At The Mead Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill Lynch, we'll place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you.
Greg is the founder and lead advisor for the Mead Group. He has worked in the financial services industry since 2001. His main responsibilities are setting the overall direction for... Read More
At The Mead Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill Lynch, we'll place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you.
Greg is the founder and lead advisor for the Mead Group. He has worked in the financial services industry since 2001. His main responsibilities are setting the overall direction for the team and our investment strategy. Greg has worked in the financial services industry since 2001 and is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.He graduated from the Eli Broad School of Business at Michigan State University with High Honors after achieving a 4.0 cumulative GPA. Greg also holds the Chartered Retirement Planning Counselor? designation.
Greg is actively involved in the community. He serves on the Board
of Directors, as well as the Finance Committee, for the Boys and Girls Club of Greater Kalamazoo. He is also a member of the Grand Rapids Public Museum Finance Committee and has been involved with various other nonprofits in the community.
Greg and his wife Angela live with their three sons, Aiden, Hudson, and Brice in Grand Rapids, MI. When not working with clients Greg enjoys Skiing, Volleyball, Biking, and pretty much anything active. He also has a passion for boats and cars. Greg grew up in Traverse City and spends summers there with his family.
Chartered Retirement Planning Counselor℠ and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
ARTHLRPK 9/6/2019 Read Less