Gregory Wooten

Background

About Gregory Wooten

My passion for investing and long term wealth management planning began upon receiving a signing bonus with the Seattle Mariners in 1995. It was then that I recognized the importance of financial discipline in preparing for the future. Upon completion of my 7 year career in Professional Baseball I joined Merrill Lynch Wealth Management in 2004 as a financial advisor. In 2020 I joined a team at UBS and continue to focus on high end wealth management and planning. In 2010 I received my CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the CFP Board. The clients I help include Dentists, business owners, retirees, and medical/health care professionals. My areas of concentrations include retirement and estate planning services, liability management, risk management and client relations. I am a native of Eugene, Oregon, and a graduate from the University of Washington with a Bachelor of Arts Degree in Business Administration. I currently reside in Eugene with my wife and two kids but I have an office in both Phoenix and Eugene. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**