Greg Mayeux, Cfp®
About Greg Mayeux, Cfp®
Greg Mayeux is a Senior Vice President in Wealth Management at UBS, where he has worked since 2013. With over 30 years of experience in the financial services industry, he specializes in wealth management and has a CFP® designation.
Work at UBS
Greg Mayeux has served as Senior Vice President – Wealth Management at UBS since 2013. Based in the Dayton, Ohio area, he has contributed to the firm's wealth management services for over 11 years. During his tenure, he has been actively involved in providing insights and strategies to clients, particularly during significant market events and economic changes. His role at UBS emphasizes his commitment to helping clients navigate complex financial landscapes.
Education and Expertise
Greg Mayeux studied at Texas A&M University for one year from 1990 to 1991 before transferring to Wright State University. At Wright State, he completed his Bachelor of Science degree in Business from 1991 to 1995. He holds the Certified Financial Planner (CFP®) designation, which signifies his expertise in financial planning and wealth management. This educational background supports his extensive experience in the financial services industry.
Background
With over 30 years of experience in the financial services industry, Greg Mayeux has built a career focused on wealth management and investment consulting. Prior to his current role at UBS, he worked at Morgan Stanley Smith Barney as a Senior Investment Management Consultant and Vice President for 12 years, from 2001 to 2013. He also served as a Senior Financial Advisor at Merrill Lynch from 1997 to 2001. His extensive background has equipped him with the skills necessary to advise clients effectively.
Achievements
Throughout his career, Greg Mayeux has been involved in wealth management during significant market events, demonstrating his ability to provide valuable insights and strategies to clients. His experience spans various roles in reputable financial institutions, contributing to his comprehensive understanding of the financial landscape. His CFP® designation further underscores his commitment to professional standards in financial planning.