Greg FarberGreg Farber, CFP®, CIMA®Executove Director
About Greg
Greg Farber is an Executive Director on the Wealth Management and Planning team at J.P. Morgan Wealth Management. He partners with Financial Advisors to support all elements of a goals-based approach to wealth management.
Greg focuses on the holistic requirements of each client and delivers comprehensive strategies to care for the entirety of their needs. He employs a planning framework to develop customized strategies to help clients meet present and future financial objectives. Greg serves as an experienced resource to address educational and retirement needs and other personal wealth management considerations. He is especially adept at opening up the breadth of opportunities derived from effective trust and estate planning.
With almost 25 years of financial industry background, Greg has built a reputation as a successful financial advisor and wealth planner. He began his career at A.G. Edwards & Sons and has served in client-facing roles at companies including Oppenheimer and Calamos Wealth Management. Throughout these experiences, Greg has most enjoyed the opportunity to interact with high-net-worth individuals and help them pursue their personalized goals. He rejoined J.P. Morgan Wealth Management in 2018 for the chance to couple his advisory guidance with the intellectual capital, quality research and entrepreneurial environment of one of the most well-renowned financial institutions in the world.
Greg graduated from the Gies College of Business at the University of Illinois Urbana-Champaign with a B.S. in Finance and then earned an MBA from the Olin Business School at Washington University in St. Louis. Always interested in professional development, Greg is a Certified Investment Management Analyst® (CIMA®) and a Certified Financial Planner (CFP®).
Greg lives in Naperville with his wife and 2 daughters. He plays an influential role in his local community and was the President of White Eagle Golf for 3 years, 2015 through 2017, and served as a Director from 2008 through 2013.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc. CIMA® and Certified Investment Management Analyst® are registered trademarks owned by IMCA Investment Management Consultants Association®.
Insights
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June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
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June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
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