Gregory E. Chapin

Background

About Gregory E. Chapin

Greg has obtained the Certified Private Wealth Advisor® designation and works with high-net-worth clients on developing specific strategies that strive to maximize growth, protect assets, minimize taxes, and transfer wealth. He works specifically with company executives and entrepreneurs. His process begins with an in-depth understanding of the client's business, financial, and personal goals to develop a customized financial strategy. In concert with his team of dedicated professionals, he is focused on collaborating across business divisions to deliver the firm's intellectual capital and expertise to help meet a client's needs. He also holds the Certified Exit Planning Advisor® (CEPA®) designation, which provides additional focus on strategic options for entrepreneurs to build, transition or exit their businesses. CA Insurance Lic.#4167311 LHV Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: