Greg Money

Owner

Greg has served as a financial advisor for clients across the greater Southeastern region of the U.S. since becoming a financial advisor in 1993.

As Owner of Coastal Wealth Advisory Services, he specializes in helping seniors find greater peace of mind with personalized retirement income strategies and planning.

Since graduating from Virginia Tech with a Bachelor of Economics, Greg has built a 28-year career providing comprehensive financial and retirement planning with a simple, hands-on style of client service.

Greg treats every client like family, creating long-standing relationships and a level of partnership you simply won’t find with mass-market financial planning organizations.
In his free time, Greg enjoys spending time with his family, including his three grandchildren. He is an active member of his church, as well as an avid golfer and devoted fan of University of Florida and Virginia Tech college football.