Professional

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.

Recognitions

I had a wonderful evening November 21st celebrating two colleagues, Sarah Walter and Molly Murphy, with the HUGE honor of being recognized as "Top Women in Finance for 2019!! I am extremely proud of their leadership, success, and inspiration to others!!!

Speaking Engagements

Once again, Greg was honored to be invited as a guest speaker at the 2019 Northwestern Mutual African American Summit in Miami. This years topic was "Integrating Investments into your practice". In spite of the very high temperatures and humidity it was a great learning experience for all, even the parrot!

Greg and our team had the privilege of hosting a meet and greet on Saturday, June 1st, to a wonderful group of women from Zeta Phi Beta Sorority on "Financial Planning for Women" and "How to Pay down your Student Loans". We truly enjoyed meeting everyone and sharing strategies to help get on the right path to a great financial future.

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.

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.

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- 2000, 2008, 2015, 2018, 2020, 2021
• RICP® Designation- 2017
• Lives Leaders Summit- 2012, 2015, 2017, 2018, 2020, 2021
• Best Year Ever Award- 2008, 2015, 2018, 2020, 2021
• Achievement Awards - 2000, 2001, 2004, 2005, 2006, 2008, 2012,2013, 2015,2016, 2020, 2021
• Star Club - 1994-2021
• Life Impact- 2000-2020
• Financial Security Award - Top 100 - 2020
• Annuity Honors Top 10 - 2020
• MDRT Qualifying Life Member- 2008 - 2021
• Minnesota Association of Life Underwriters
• National Association of Life Underwriters
• National Quality Award
• National Sales Achievement Award
• NAIFA Quality Award 
• Recipient of the Northwestern Mutual Top Producers Award
• Recipient of the Jack Brown Award for commitment to community service