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As a Financial Advisor in The Kellam Group of Truist Investment Services, Inc., Greg Barkauskas offers more than 35 years of wealth management experience. He holds the CERTIFIED FINANCIAL PLANNER ™ professional designation that encompasses investments, financial planning, credit, and estate planning concepts to help address his clients’ complex financial needs. Including the Series 24 principals’ license, Greg holds the Series 6, 63, 65 and 7 securities registrations and has a background in institutional money management, as well as experience in bond analysis, fixed income and alternative income producing instruments.

Investment Adviser Representative, Truist Advisory Services, Inc.

BA History
Princeton University 1970 1974
MBA Finance
Columbia University (NY) 1975 1977

Personal Interests
Greg is a native of New Jersey and is graduate of Princeton University, with a Master’s Degree in Finance from Columbia University. Active in his local community, Greg serves as Treasurer of the Board of Directors of the Greater Marco Island YMCA, and is a member of the Professional Advisors Council of the Collier County Community Foundation. Greg has been a South West Florida resident for nearly 20 years.