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Gregg Kleinman, CFP®


Gregg Kleinman, CFP®

Vice President of Wealth Management

Gregg Kleinman is an experienced wealth manager and has been serving clients in the financial services industry for over 15 years. He previously worked at Morgan Stanley as a Vice President of Portfolio and Wealth Management. Gregg has extensive knowledge with financial planning, retirement planning, investment management, asset allocation, portfolio trading, research and analytics. Gregg works directly with families to provide them with comprehensive wealth management while helping clients achieve their life goals and providing them a high level of service.

Gregg earned a Bachelor’s and Master’s Degree from University of Central Florida. He has obtained the Certified Financial Planner designation. Gregg also holds the Series 7, 63, 66, Life, Health and Variable Annuity Insurance licenses.

Gregg lived the majority of his life in south Florida and currently resides in Fort Lauderdale. When not working he enjoys spending time with his rescue dog, Howie and giving back to his local community through participating in charitable events. Gregg lives an active and healthy lifestyle spending time running, biking, ocean swimming, and all sorts of water sports and activities. He also enjoys traveling the world and exploring new places. Always up for a great adventure.