As an Edward Jones financial advisor, Greg Wohlwend believes it’s important to invest his time to understand what his client is working toward before they invest their money. As he sees it, it his job educate on the investments that his client owns and how they fit into their individual strategy. Relationship with his clients is key to success. Establishing goals, help with retirement savings strategy, this makes it possible to have more options upon retirement.
A veteran of Operation Iraqi Freedom, with 20 years of military service, Greg earned the Army Commendation Medal, four Army Achievement Medals, two Ohio Commendation Medals and various other awards relating to the Global War on Terror. His service continues as a non-commissioned officer in the Ohio Army National Guard. A Kent State University cum laude graduate in 2002. Greg continued his education earning an MBA from Case Western Reserve University with concentrations in consulting, as well as banking and finance. A unique background such as this, allows him to serve clients with the utmost ethical behavior.
Greg has volunteered with numerous local organizations and has served as the president of the Rotary Club of Wadsworth. As members of the Wadsworth United Methodist Church, along with his wife, Ashley, children Luke and Matthew, continued to service to the community, is their call.
His Edward Jones career began in 2009 as a financial advisor in Wadsworth, Ohio. Through Edward Jones, Greg provides highly personalized service. The firm has thousands of people and advanced technology supporting their office in Wadsworth thus enabling individuals to reach their long-term financial goals.
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