Awards & Recognition

Greg participated in the invitation-only Top Advisors’ Forum, a gathering of Waddell & Reed’s foremost financial advisors. The asset management and financial planning firm hosted 75 advisors from across the country at its Overland Park, Kan., headquarters in October. The three-day meeting exposed advisors to exclusive sessions with the firm’s senior executives and industry leaders from around the country.

“This group of individuals has excelled not only in serving their clients’ investment needs and building relationships with them, but also in serving their communities,” said Shawn Mihal, president of Waddell & Reed. “This distinction reflects their commitment to their profession, to clients, community and the Waddell & Reed family.”

Symbolizing performance excellence, the award is bestowed to the most productive financial advisors affiliated with the firm based on an analysis of investment, insurance and financial planning sales. This year, 127 of Waddell & Reed’s national network of financial advisors qualified for the Crest Award.

The Crest Award was award by Waddell & Reed prior to Greg's affiliation with LPL Financial and was based on total gross revenue for 2020.