Broker Check
J. Gregory Banks

J. Gregory Banks

Senior Wealth Advisor

Greg joined Jacobi Capital Management in 2012, and has over six years of wealth management experience. He is a Senior Wealth Advisor in our Northeastern Pennsylvania Region, and delivers customized planning and wealth management solutions to executives, business owners, professionals and families.

Greg began his investment management career with two national financial services companies, and previously owned and managed private businesses for over 20 years. For many of those years, Greg had more than 80 employees under his direction, which provided him with extensive knowledge and understanding of small business and budgeting needs.

A graduate of Roger Williams University, Greg resides in Dallas, Pennsylvania with his wife Lisa and their two sons.