Greg Wales
Owner & Financial Advisor
Greg has over thirty years of experience in the financial services and insurance industries. Greg began his career in 1992 with Allstate Insurance and Financial Services, serving the Golden Corner of South Carolina from his office in Seneca. In 2012, he transitioned to an Independent financial services practice and in 2015, he acquired Keowee Financial Group. Greg obtained a degree in Marketing and Finance from Clemson University in 1990.
At Keowee Financial Group, Greg enjoys working with clients to build solid financial plans for today and tomorrow. He oversees the step-by-step implementation of a client’s comprehensive financial plan, always keeping the client focused on the next steps of their plan through ongoing engagement. Greg uses the financial services necessary to complete the broader financial plan, whether investment solutions, insurance solutions, or working with your professionals for estate planning and tax planning strategies.
Greg enjoys time with his family and on the golf course when not working.