About Us
Greg Wilson, CFA, CFP, MBA
Greg Wilson is the Founder and Managing Principal of 323 Wealth Management LLC. Greg has spent 20 years in the financial services industry. Prior to founding 323 Wealth Management LLC, he worked in the Park Cities area in Dallas advising high net worth clients and helping them achieve their financial goals and dreams. Greg enjoys seeing the look in his clients' eyes after showing them that they have achieved a financial goal, whether it be retirement, sending a child to college, traveling, caring for others, etc.
Qualifications/Credentials
- BBA Finance
- Chartered Financial Analyst charterholder (CFA)
- Certified Financial Planner (CFP)
- MBA
- Perot Museum of Nature and Science supporter
- Flower Mound Board of Adjustments/Oil and Gas Board member - Place 5
- Husband to Susan Wilson
- Father to Isabel, Alexander, and Ollie (yellow lab)
- Member of Fellowship Church Grapevine
Why me?
Managing your finances can be challenging. Money, food, and health are some of the most emotional concepts we face. Add to that the abundance of information that is distributed on a minute by minute basis and you create a chaotic environment that makes discipline and consistency difficult to maintain. Over the last two decades, I have seen multiple economic and market cycles with varying political climates and tax policies. I have helped my clients navigate through all of them. I have provided my clients with a financial foundation and road map to be successful. I look forward to helping you and the ones you love.