Greg B Wallace, RICP®

Wealth Management Advisor

Professional

August 1, 2017 – Greg Wallace, Wealth Management Advisor, Northwestern Mutual, has earned the Retirement Income Certified Professional ® (RICP®) professional designation from The American College of Financial Services, Bryn Mawr, PA.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

Let Greg help you ensure your financial future is all you want it to be.

Speaking Engagements

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Black History Month is a great time to reflect on the success and achievements of African Americans in the financial industry. Greg was invited by Medtronic to be part of a Wealth Management panel discussion for this year's Black History Month celebration. The main topic of discussion was focused on the basic elements of financial management and beyond for Medtronic employees.

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Greg was invited to be a guest speaker at the Cargill Corporation to celebrate Black History Month and African American farmers. Greg, a Wealth Management Advisor, started Wallace Ridge Farms 10 years ago with a main focus of farming & wild life conservation and it has since become one of his greatest passions. The main topic of discussion focused on the personal journey of becoming a new farmer, multi-generational farming, creating generational wealth, and how companies such as Cargill can work with and support African American farmers.

Greg was joined by Cargill’s Corporate VP & President of Cargill Protein Group, Brian Sikes and P.J. Haynie of Haynie Farms in Virginia. P.J. is a 5th generation farmer and is a founding member of The National Black Growers Council.

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Greg Wallace hosted a dinner presentation for the National Black MBA Association about “Creating a Lifetime of Financial Security with Northwestern Mutual”.

Awards & Recognition

  • Forum Member- 2008, 2015, 2018
  • RICP® Designation- 2017
  • Lives Leaders Summit- 2012, 2018
  • Best Year Ever Award- 2015, 2018
  • Achievement Award- 2015
  • Diamond- 2015, 2018
  • Life Impact- 2015, 2018
  • NAIFA Quality Award - 2011, 2015
  • MDRT Qualifying Life Member- 2008, 2018
  • Recipient of the Northwestern Mutual Top Producers Award
  • Recipient of the Jack Brown Award for commitment to community service
  • Minnesota Association of Life Underwriters
  • National Association of Life Underwriters
  • National Quality Award
  • National Sales Achievement Award

Awards and Recognition

 

Million Dollar Round Table Qualifying/Life Member 2008-2019

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck