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Gregory Lively
Investment Advisor Representative at Woodbury Financial Services
Gregory Lively is a seasoned investment advisor with 29 years of experience, holding expertise in tax, retirement planning, and strategic financial planning, from Woodbury Financial Services and his own practice.
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Location
Horseshoe Bay, Texas, United States, US
Skills
- Investments
- Tax
- Retirement Planning
- Financial Planning
- Strategic Planning
- Show all
Bio
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Topline AI
Gregory Lively is a seasoned financial expert with 36 years of experience in tax and financial planning. As a Managing Partner at Gregory E. Lively, CPA, MA, he has guided clients through strategic financial planning, investment, and retirement planning. His extensive background in tax, including a tenure as Tax Senior at KPMG, has equipped him with a deep understanding of complex financial issues. Holding a Master of Accountancy from The University of Texas at El Paso and a Bachelor of Business Administration from The University of Texas at Austin, Lively brings a unique blend of academic rigor and practical expertise to his work.
Experience
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Investment Advisor Representative
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1995 - Present
Assist clients with investments as well as tax and financial planning.
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Owner
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Jan 1988 - Present
Tax and Financial Planning
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Tax Senior
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Jan 1985 - Dec 1987
Manage tax staff and review tax projects.
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Education
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The University of Texas at Austin
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The University of Texas at El Paso
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Accounting and Auditing.”
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