Greg Thornton AAMS^®

CA License #0F79637

MY PROFESSIONAL APPROACH

As a financial consultant, I strive to build long-term relationships based on mutual trust, respect, and integrity by putting my clients first.

My client-first commitment to you begins with providing personalized wealth management planning focusing on your specific needs and risk tolerance. I will work side-by-side with you to evaluate your current financial picture, along with your goals and dreams.

MY BACKGROUND

I joined Benjamin F. Edwards & Co. in 2017 because I was drawn by their client-centered approach to financial services, and to help facilitate the opening of our Chandler office. I began my financial services career in 2004 with A.G. Edwards, a predecessor firm of Wells Fargo Advisors. At that time I also obtained the Accredited Asset Management Specialist (AAMS) designation to deepen my knowledge in the areas of retirement, estate, investment and insurance planning.

In 2005, I started working closely with Theresa Clemmons, Branch Manager and Senior Vice President – Investments, to provide personalized wealth management planning for individuals and families. Prior to my career in the financial services industry, I spent over 20 years with the Marie Callender’s Restaurant Group and was an Area Supervisor.

My wife, Rachael, and I live in Gilbert, have three children—Dallas, Garret and Riley—and love spending time running between high school baseball and theatre productions. In addition, I enjoy playing golf, fly fishing and traveling. I grew up in Tucson, Arizona, and remain an avid Wildcat fan. I am also a very active member of the Chandler Horizon Rotary Club.

AREAS OF CONCENTRATION

• Asset Allocation
• Business Owner Services
• Education Planning Strategies
• Estate Planning Strategies
• Financial Planning Strategies
• Investment Strategies
• Portfolio Management
• Retirement Planning Strategies
• Wealth Management

My Community Activities

• Rotary Club, Member