Marcia Gregory, AAMS®

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Associate Vice President – Investments
Cunningham, Gregory & Hoppe Wealth Management
400 S County Farm Rd
Ste 100
Wheaton, IL 60184

marcia.gregory@benjaminfedwards.com
Phone: 630-313-2454


My Professional Approach

As a financial advisor and member of Cunningham, Gregory, & Hoppe Wealth Management at the Wheaton, IL office of Benjamin F. Edwards & Co., I provide comprehensive investment planning for clients, guiding them along their financial journey through important life events. I counsel my clients on key aspects of their lives such as planning for their children’s education, having the proper amount of life insurance coverage for their families, changing jobs, planning for and entering retirement, offering solutions and education about long term care, as well as providing for heirs.

My financial services practice is geared towards individual professionals, families, and small business owners. By taking a big picture approach, listening to your short- and long-term goals, and using the many resources available to me, I am able to create a financial plan and then work with you on an ongoing basis to ensure success.

My Background

For over two decades I have been involved in the financial services industry, beginning my career in international banking after completing my Masters in International Management from the Thunderbird School of Global Management.

My banking career has taken me to New York City, Copenhagen, Denmark, and Denver, Colorado. Wheaton, IL, my home since 1992, is where my husband, Torben, and I have raised our three children and where I remain active in my church and community. My interests outside work include playing tennis and swimming at the local health club as well as traveling to visit family and friends across the U.S. and in Denmark.

Education

  • Thunderbird School of Global Management, Master of International Management
  • Villanova University, Bachelor of Arts in French and Economics

What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALISTSM, or AAMS®, certification from the College for Financial Planning means that a financial advisor has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.