Greg Kubes
Greg Kubes
Greg Kubes is a highly experienced financial advisor at Edward Jones, holding over 15 years of experience in the financial services industry. His specializations include planning for retirement, saving for college, and developing strategies for business owners and individual investors. Greg coordinates with legal and accounting professionals to execute the required actions to ensure his clients' financial future. He focuses much of his initial consultation on getting to know his clients' goals, risk tolerances, and experience levels to develop the best course of action to achieve their objectives successfully. He values educating his clients regarding the strategies and investments he employs, allowing them to make more informed financial decisions. Before joining Edward Jones, Greg held several roles in the finance industry, including former accounting project manager roles with Nortel Networks and ORIX Corporation, respectively. Additionally, he was an assurance senior at KPMG US and a customer service and business development professional at Kubes Jewelers. He studied for his Masters of Science in Accounting and Auditing at Texas Tech University - Rawls College of Business. The combination of Greg's professional experience, education, and approach to financial planning positions him well to help anyone seeking advice in developing a financial strategy.