Greg Duckworth
Financial Advisor
Phone:
(704) 442-4838(704) 442-4838
Greg Duckworth
First Vice President, Wealth Management,
Financial Advisor
Direct:
(980) 465-7401(980) 465-7401
My Mission Statement
Premised on the idea of goals-based planning, I’ll be the CFO for you, your family, and your legacy.
My Story and Services
My experience and depth of knowledge empower me to provide a sound and objective view of your personal financial situation. This approach helps you make more informed and confident decisions about your life, your family, and your finances. I’m committed to helping you preserve and build your wealth and will work to strengthen your family’s financial security for generations to come.
My clients realize that by working with an experienced advisor to help them oversee the various moving parts of their finances, they are empowered to focus on the things they do best and the people and passions they care about most. I recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
My clients realize that by working with an experienced advisor to help them oversee the various moving parts of their finances, they are empowered to focus on the things they do best and the people and passions they care about most. I recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Securities Agent: ID, AL, WI, PR, LA, IL, FL, DC, HI, GA, DE, AR, WY, SD, SC, NV, NE, ME, IA, VI, OH, IN, WV, UT, RI, PA, ND, NC, MI, AZ, NH, MO, MN, KY, KS, VT, TX, TN, OR, OK, NY, MA, CO, NM, NJ, MT, VA, MS, MD, CT, CA, AK, WA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WORKING WITH YOU
My clients are much more than a portfolio of assets – they are families with active lives, who seek an experienced advisor who will provide them with thorough, unbiased, and carefully considered guidance on a full range of financial topics. When you work with me, you will be treated with respect, care, confidentiality, and given an unwavering commitment to you and your family.
While my clients each have unique personal and professional circumstances, they all have one thing in common, achieving a financial goal to secure their family’s financial future and pursue their personal ambitions.
Over the years, I’ve developed a disciplined consulting process to reveal your most significant goals, so I may design and implement appropriate solutions to help plan for your future.
While my clients each have unique personal and professional circumstances, they all have one thing in common, achieving a financial goal to secure their family’s financial future and pursue their personal ambitions.
Over the years, I’ve developed a disciplined consulting process to reveal your most significant goals, so I may design and implement appropriate solutions to help plan for your future.
Listen & Understand
We’ll begin with an in-depth conversation to understand what is important to you, your family, and your legacy. I learn about the values that shape your decisions and identify any challenges and circumstances unique to your personal situation.
Analyze & Assess
Next, I’ll review your current and future financial situation, determine the likelihood of reaching your goals and address any potential shortfalls or the impact of unexpected life events so we can help ensure the solutions I recommend are cohesive and fully coordinated.
Propose & Implement
Here, I present a tailored wealth management plan with specific strategies designed to achieve your goals. Upon your approval, I'll set into motion a course of action that strives to align your values and vision.
Monitor & Adapt
I’ll oversee your performance through ongoing calls and meetings. I may recommend adjustments over time, due to changing market conditions or changes in your circumstances, to help keep you on track.
RETIRE WITH CONFIDENCE
I can help you map a comprehensive retirement plan that dynamically adjusts investing strategies based on the different stages of your life and accounts for your investing preferences, legacy goals, and life events. Let’s connect if you would like to learn more about how we can help you retire with confidence.
You’re Ready for Retirement. Is Your Portfolio?
What can you do to avoid running out of money in retirement? Fortunately, there are ways to help you prepare for the market's unknowns as you advance toward retirement.
Learn More Here
5 Mistakes to Avoid in Retirement
To keep your life and retirement goals on track, here are several pitfalls to avoid, as you embark on this new, exciting chapter in your life.
Learn More Here
You Work Hard, Make Your 401(k) Plan Work Harder
Retire the notion that it is still too early to save and start saving early so you will have the freedom to enjoy your future in style.
Learn More Here
A Simple Six-Step Retirement Checkup
How much money is enough for a comfortable retirement? Here are three strategies that may help you optimize your plan in the year ahead.
Learn More Here
Tax-Smart Strategies for Your Retirement
Figuring out ways to minimize how much the IRS takes from your retirement money should be a central part of retirement planning. Consider these strategies to help you reduce your taxable income, generate tax-advantaged growth potential in your accounts and keep more of what you’ve worked so hard to save.
Learn More HereINVESTMENT INSIGHT FROM MY DESK TO YOURS
I make it a priority to not only help my clients stay up to date with their strategies but also with the market at large. Check here regularly to stay in the know with market news and content from my practice.
Thoughts On the Market Podcast
Join Mike Wilson, Chief Investment Officer, and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen to the Latest Episode
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read the Latest Report
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read the Latest ReportKEEPING YOU CONNECTED
My investment strategy leverages modern wealth tools and cutting-edge technology. By providing you with the digital tools you need for today’s world of modern wealth, I can help you come one step closer to achieving your financial goals.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
View Account
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool.
Tool Access
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you’ll benefit from more informed wealth planning, secure data access and convenient connectivity.
Access Total Wealth View
Digital Vault
Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
Vault Access
eDelivery
eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Enroll in eDelivery
Goals Planning System
Our Goals Planning System is built on Morgan Stanley's intellectual capital and capabilities, to provide our clients with comprehensive investing and planning solutions for their individual goals.
Learn More
Morgan Stanley Mobile App
Securely access your Morgan Stanley account from virtually anywhere. Simply download it on your mobile device and use your Morgan Stanley Online username and password to log in. From there you will have a resource of MSO on the go.
Learn MoreLocation
13024 Ballantyne Corp Pl
Ste 150
Charlotte, NC 28277
US
Direct:
(980) 465-7401(980) 465-7401
Meet My Team
About Greg Duckworth
With over 40 years of experience, Greg helps his clients build bridges to their retirement so they’re able to live the life they’ve always imagined and, in some cases, perhaps the kind they never thought possible. His approach is unapologetically risk adverse, focusing on tactical asset allocation with a risk management overlay. He’s a risk manager, not a returns manager and his clients know it. Greg leverages a service model that provides complete transparency, so his clients feel involved in their success every step of the way. Simply put, communication is the cornerstone of his practice and the reason he feels he’s been able to foster deep relationships with his clients over the many years he’s worked with them. For Greg, the pride he receives from his client’s success is priceless and continues to motivate him.
At 22, while working in the restaurant industry, Greg discovered a book during a trip to the library that would change everything and kickstart a lifelong commitment toward helping others: How to become an investment professional by Dunn & Bradstreet. After reading the text cover to cover, he declared “that is what I am going to be.” It wasn’t long until Greg began cold calling industry professionals for job openings and 9 weeks later, on December 3rd, 1979, he secured his first opportunity on Wall Street at Wheat First Securities in Hickory, NC.
Outside of work, Greg spends a great deal of time giving back to his community. He’s currently the Past President of South Charlotte Partners, a group that advocates for a better South Charlotte, and a member of the Ballantyne Rotary. Greg firmly believes that giving back to the community, a community we extract so much from, is a must. Greg and his wife Gail currently reside on Lake Wylie and enjoy traveling to St. Croix and other destinations across the continental United States and abroad.
At 22, while working in the restaurant industry, Greg discovered a book during a trip to the library that would change everything and kickstart a lifelong commitment toward helping others: How to become an investment professional by Dunn & Bradstreet. After reading the text cover to cover, he declared “that is what I am going to be.” It wasn’t long until Greg began cold calling industry professionals for job openings and 9 weeks later, on December 3rd, 1979, he secured his first opportunity on Wall Street at Wheat First Securities in Hickory, NC.
Outside of work, Greg spends a great deal of time giving back to his community. He’s currently the Past President of South Charlotte Partners, a group that advocates for a better South Charlotte, and a member of the Ballantyne Rotary. Greg firmly believes that giving back to the community, a community we extract so much from, is a must. Greg and his wife Gail currently reside on Lake Wylie and enjoy traveling to St. Croix and other destinations across the continental United States and abroad.
Securities Agent: ID, AL, WI, PR, LA, IL, FL, DC, HI, GA, DE, AR, WY, SD, SC, NV, NE, ME, IA, VI, OH, IN, WV, UT, RI, PA, ND, NC, MI, AZ, NH, MO, MN, KY, KS, VT, TX, TN, OR, OK, NY, MA, CO, NM, NJ, MT, VA, MS, MD, CT, CA, AK, WA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Greg Duckworth today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
