Gregg Kleinman serves as Vice President of Wealth Management at Global Wealth Management. He has 20 years of experience in the financial services industry, with extensive expertise in financial planning, retirement strategy, investment management, and portfolio analysis. Gregg works closely with families to deliver comprehensive wealth management solutions, focusing on personalized planning, disciplined investment strategies, and a high level of service designed to help clients achieve their long-term financial goals.

Prior to joining Global Wealth Management in 2022, Gregg spent 15 years at Morgan Stanley, where he held roles including Vice President, Portfolio Management Associate Director, and Consulting Group Analyst. During his tenure, he developed deep experience in asset allocation, portfolio construction, trading, and investment research while advising clients across a range of complex financial needs.

Gregg holds both a Bachelor’s degree and a Master’s degree from the University of Central Florida. He is a Certified Financial Planner® professional and holds his Series 7, 63, and 66 licenses, as well as Life, Health, and Variable Annuity Insurance licenses.