As an Advisor, Greg Carrick, CFP®, CIMA® works closely with clients to enable them to take control of their financial lives so that they can have a greater impact on what is most important to them. After ten years with DMJ Wealth Advisors, Greg has experienced all aspects of the client relationship and focuses his time now on providing tailored financial solutions to those families and individuals looking to synchronize their financial lives in the areas of cash flow and retirement planning, investment planning, estate planning, and tax planning.
In 2016, Greg moved back to North Carolina to help DMJ Wealth Advisors expand the firm’s relationships in their Durham, NC office. In addition to working with the firm’s clients across the state, Greg has also been active in the Durham community.
Greg and his wife, Alex, and son, Baxter, live in Raleigh, NC. With spare time a valuable commodity, you can find Greg reading, playing golf, or travelling this large planet.
Greg currently has offices in Durham and Greensboro, NC
Greg is licensed in North Carolina.
University of North Carolina at Greensboro, Bachelor of Science in Business Administration
CREDENTIALS & COMMUNITY
Certified Investment Management Analyst (CIMA®)
Certified Financial Planner™ (CFP®)
NC Life and Accident Insurance License
Junior Board Member, Caring House