Greg Gulick, LPL Registered Principal, Nations Advisors

Greg Gulick, LPL Registered Principal, Nations Advisors CFP® with over 20 yrs wealth management experience managing assets & financial planning

Greg Gulick, CFP®,LPL Registered Principal

Greg brings over 20 years of professional wealth management experience managing financial assets for individuals, multi-generational families, trusts, retirement plans, and managed portfolios. Greg has strong portfolio management skills which serve clients who are looking for an advisor that will actively manage their assets while personalizing investme

nt strategies including retirement income, planning, and wealth accumulation needs. Greg graduated from Saint Edward’s University in Austin, Texas with a Bachelor of Business Administration degree in Accounting. He also has completed the Financial Planning Certificate program at Texas A&M University at Commerce. Greg also completed the Retirement Plan Fundamentals Certificate program from the American Society of Pension Professionals. Managing a lifetime of earnings and personal resources requires careful, meticulous planning. Greg has been helping individuals, families and business owners develop financial, retirement and investment plans and strategies for over nineteen years. Being licensed in both securities and insurance industries, Greg can provide a complete approach to the financial planning process. Greg provides collaborative, independent, professional, and creative solutions for individuals, families and business owners their investment management and financial planning needs to clients living in Texas, California, Colorado, Minnesota, New Mexico, Nevada, Utah, Kansas, North Carolina, Arkansas, Michigan, Tennessee, and Pennsylvania. In his personal life, Greg has been married for almost 25 years and has raised 3 children. He is a dedicated member and volunteer of All Saints Catholic church where he has been a member for over 23 years.

04/07/2026

Trying to tee off at a private club? Take your shot with a stay at these resorts that partner with some of the top courses in North America.

03/24/2026

From spousal and child benefits to taxes and timing, these 20 lesser-known Social Security rules can significantly impact your retirement income.

03/10/2026

From phishing emails to bogus tax credits, the IRS warns that scammers keep changing tactics. Here’s what you should know about the most common tax scams now.

03/03/2026

The Wall Street Journal asked Anthropic’s Daniela Amodei and other AI luminaries about what they advise their own children on education and careers in an AI-driven world.

02/11/2026

Trump Accounts provide $1,000 in free seed money for babies born between 2025 and 2028. But these accounts aren’t just for newborns. Families can contribute up to $5,000 annually for kids up to age 18.

02/06/2026

A 529 plan isn’t just for college. New rules allow unused funds to roll into a Roth IRA, giving children a powerful, tax-free head start on retirement.

01/14/2026

The One Big Beautiful Bill included sweeping tax law changes. Here are several key changes individual taxpayers need to know in 2026.

12/16/2025

Why New Year’s resolutions fail isn’t about willpower, but because we misunderstand motivation. Here’s what psychology reveals about motivation, habits, and change.

12/10/2025

Your digital rent is skyrocketing. To cut back, turn off auto-renew and hunt down forgotten subscriptions in your credit-card statements and smartphone settings.

11/18/2025

This article discusses eight ways to protect yourself from common Black Friday scams, ensuring a safe shopping experience and maximized savings.

Address

17250 Dallas PKWY
Dallas, TX
75248

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(972)7081070

Website

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