About Our Firm
Here’s our story. We look forward to hearing yours.
GREG WORKMAN
Investment Advisor
ACCREDITED INVESTMENT FIDUCIARY®
LONG-TERM CARE PROFESSIONAL
National Social Security Advisor Certificate Holder
Greg Workman is an Accredited Investment Fiduciary (AIF®), a Long-Term Care Professional (LTCP) and Investment Advisor at Kelly Financial Services. He is also a licensed Investment Advisor Representative and insurance producer (Life, Accident and Health).
Every client has a unique set of needs, objectives and resources. Greg believes in a holistic planning approach which starts by truly listening to his clients. He addresses his clients' financial needs by prioritizing their bottom-line importance and then implementing budget-friendly solutions that positively impact their personal financial snapshot.
Greg has over 12 years of financial services industry experience including positions at Brown Brothers Harriman, Morgan Stanley, New York Life Insurance Company and Pioneer Financial Group.
Born and raised in the Boston area, Greg earned his degree in Finance from the University of Massachusetts where he served in the Student Senate and was a member of the Men’s Swimming and Diving team. He lives with his wife in Boston, Massachusetts.
The Great Eight
Our recent newsletters have included personal insights from our team members, featured in the "Great Eight" column. To learn more about Greg and some of his interests outside of work, please click the link below.
Have Questions for Kelly Financial Services, LLC?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.