Five Star award winner Elizabeth Gregg, MBA, ChFC™, CDFA™

PROFESSIONAL PROFILE

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Elizabeth Gregg, MBA, ChFC™, CDFA™

Wealth Manager

Fairview Strategic Partners

6100 Fairview Road Suite 1142

Charlotte, NC 28210

Office: 704-247-9494

beth.gregg@lpl.com
www.fairviewstrategicpartners.com

Dedicated to helping you pursue your financial goals.

Elizabeth Gregg, a native of Charlotte, is an Investment Advisor and Financial Planner. She has been helping business owners and individuals in the community since 1998. A former benefits manager for a large textile company, Elizabeth holds an MBA from Kenan-Flagler Business School at UNC Chapel Hill and has obtained the Chartered Financial Consultant™ designation. This combination of corporate experience and finance brings a wealth of knowledge to her clients as she works to help them pursue their personal financial goals and support their business endeavors.

She also holds the Certified Divorce Financial Analyst™ designation and supports attorneys and families in the divorce process. This work includes helping to create the necessary financial documents, providing support and education through the separation, and assistance after divorce.

In addition to her investment and divorce work, she helps clients with individual insurance needs and offers comprehensive financial and retirement planning.

*The Chartered Financial Consultant™ is granted by The American College of Financial Services.

It requires the same core curriculum needed for the CFP, plus additional coursework that further hones an applicant’s skills as a professional wealth manager.

To become a ChFC, a candidate needs to pass a total of eight courses covering all facets of financial planning. In addition, they need to have worked full-time for three of the last five years in a related field. An undergraduate or graduate degree from an accredited institution counts toward one year of business experience.

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This award was issued on 8/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 4/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1690 Charlotte-area wealth managers were considered for the award; 99 (6% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,677, 105, 6.2%, 8/1/23, 10/10/22 - 5/5/23; 2022: 1519, 101, 7%, 8/1/22, 10/11/21 - 4/22/22; 2021: 1514, 106, 7%, 8/1/21, 10/5/20 - 4/30/21; 2020: 1488, 103, 7%, 8/1/20, 10/28/19 - 5/8/20; 2019: 1346, 129, 10%, 8/1/19, 10/22/18 - 5/24/19; 2018: 1342, 104, 8%, 8/1/18, 11/22/17 - 5/25/18; 2017: 949, 132, 14%, 8/1/17, 11/23/16 - 6/7/17; 2016: 873, 227, 26%, 7/1/16, 1/21/16 - 6/15/16; 2015: 1822, 277, 15%, 8/1/15, 1/21/15 - 6/15/15; 2014: 6776, 409, 6%, 8/1/14, 1/21/14 - 6/15/14; 2013: 1694, 280, 17%, 8/1/13, 1/21/13 - 6/15/13; 2012: 1083, 267, 25%, 8/1/12, 1/21/12 - 6/15/12.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.