Greg Kroencke, CFP® is a Managing Director of Wealth Management and a Portfolio Management Director in Morgan Stanley’s Wealth Management division. He leads the team, and provides comprehensive wealth management and retirement planning to individuals.
Greg has over 24 years of experience in the financial services industry. He strives to understand every client’s unique situation, and enjoys forming close relationships with them. One of the benefits to his approach is that he is often referred to the children of clients and thus has had the privilege of forming many multi-generational relationships.
Greg started his investment career with Wells Fargo Advisors, (formerly Everen Securities) in 1997. He then joined Morgan Stanley (formerly Salomon Smith Barney) in 1999. He graduated from the University of Illinois in 1994 with a Bachelor of Science degree in engineering. He attained the professional designation of Certified Financial Planner™ in 2006.
He currently resides in Houston, Texas with his wife, Kristy, and their three children. Outside the office, Greg is actively involved in many charitable and community organizations. He currently serves on the board of Alpha Sigma Phi Fraternity, and previously served as Chairman of their Foundation Board. He has been involved in many volunteer efforts, including fundraising for The University of Texas M.D. Anderson Children’s Cancer Center, St. Thomas High School and Presbyterian School. In his free time, he enjoys hunting, especially in his home state of Illinois, and spending time with his family.
Services Include
- Wealth Management
- Retirement Planning
- Asset Management
- Alternative Investments
- 401(k) Rollovers
- Trust Accounts
- Estate Planning Strategies
- 529 Plans
Securities Agent: WY, WV, WI, WA, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, ND, NC, MT, MS, MO, MN, MI, MD, MA, LA, KY, KS, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1290390