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 upstate of South Carolina. In 2012 he transitioned to an Independent financial advisory practice and in 2015 he acquired Keowee Financial Group. Greg obtained a degree in Marketing and Finance from Clemson University.

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 and tax planning.

Greg enjoys time with his family and on the golf course when not working.