Greg NeffGreg Neff, CFP®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Greg
Greg Neff is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Greg works with individuals, families and business owners to provide comprehensive wealth management services, including wealth, retirement, insurance, education and estate planning. As a CERTIFIED FINANCIAL PLANNER® professional, he integrates strategic and tactical asset allocation strategies to help clients manage investments in alignment with their objectives.
Greg constructs and manages diversified equity and fixed income portfolios utilizing exchange-traded funds, mutual funds, individual securities, preferreds, real estate investment trusts, master limited partnerships and specialized cash management approaches.
Leveraging more than 17 years in the financial services industry, Greg joined J.P. Morgan in 2025. He previously served as a Portfolio Manager within the Portfolio Management Program at UBS. Greg earned a B.S. in Finance with a concentration in Financial Markets and Banking from the McCombs School of Business at the University of Texas.
Committed to giving back, Greg volunteers with Meals on Wheels of Central Texas, coaches baseball for Northwest Little League and serves on the Congregational Care Committee at Covenant Presbyterian Church. He is a member of the Dell Children's Trust, American Mensa, the Texas Cowboys Alumni Association and the Texas Fiji Alumni. His past community involvement includes serving as president of The Bachelors of Austin, coaching baseball at Northwest Pony League and participating on the CASA of Travis County Annual Golf Tournament committee.
A fifth-generation Austinite, Greg and his wife, JulieWinn, have two daughters, Gracie and Adeline, and a son, Gregory.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Insights
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October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowHow an annuity can help you plan for retirement
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October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read NowGovernment shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read NowUnmasking social engineering: Protecting your wealth from deceptive cyber tactics
October 1, 2025Social engineering is a powerful tool used by cybercriminals to manipulate individuals into revealing sensitive information, using tactics such as phishing, artificial intelligence and more. Discover how to recognize and thwart these tactics.Read Now