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Greg Wilson, CFA, CFP, MBA

Greg Wilson, CFA, CFP, MBA

Founder & Managing Principal

(972)-810-1414

Greg Wilson is the Founder and Managing Principal of 323 Wealth Management LLC.  Greg has spent 20 years in the financial services industry.  Prior to founding 323 Wealth Management LLC, he worked in the Park Cities area in Dallas advising high net worth clients and helping them achieve their financial goals and dreams.  Greg enjoys seeing the look in his clients' eyes after showing them that they have achieved a financial goal, whether it be retirement, sending a child to college, traveling, caring for others, etc.