Gregory Vincent, CFA®, CFP®

Gregory Vincent, CFA®, CFP®

Investment Strategist

As an Investment Strategist at Stratos Wealth Partners, Gregory Vincent provides insights and direction to the firm through the formulation of investment strategies while implanting discipline into the investment process through the creation of investment policies. In addition to portfolio construction for the advisors, he adeptly evaluates and monitors investment vehicles/ instruments to facilitate portfolio implementation by providing guidance concerning the selection and retention of portfolio investments.

Prior to joining Stratos, Gregory served as an Investment Analyst with the Corporate Treasury Investment Team at BlueCross BlueShield of South Carolina. In that role, he evaluated investment proposals and formulated actionable recommendations, implemented select strategies, managed the pledged securities for subsidiary and affiliated companies, developed forecasting models, and delivered ad hoc investment analyses to senior management.

Gregory Vincent holds the CFA charter and the CFP® certification. He received a B.S. in Economics with a Minor in Finance from College of Charleston.

Phone (803) 386-0307
Fax (803) 356-2550