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 nine years with DMJ Wealth Advisors, Greg has experienced all aspects of the client relationship and focuses his time now on providing tailored financial design 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, after living in Washington DC for three years, Greg moved back to North Carolina to help DMJ Wealth Advisors expand the firm’s relationships out of 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 most recently joining Caring House as a Junior Board Member.
Greg is a Certified Financial Planner Professional and Certified Investment Management Analyst (CIMA®). He attended Appalachian State University and ultimately graduated from UNC – Greensboro with a B.S. in Business Administration and a concentration in Finance.
Greg and his wife, Alex, live in Raleigh, NC. With spare time a valuable commodity, you can find Greg reading, playing golf, or travelling this large planet during those moments.
Greg currently has offices in Durham and Greensboro, NC.
University of North Carolina at Greensboro, Bachelor of Science in Business Administration
CREDENTIALS & COMMUNITY
NC Life Insurance
Certified Investment Management Analyst (CIMA®)
Certified Financial Planner™ (CFP®)
Junior Board Member, Caring House