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  2. Greg Abdalla

Greg Abdalla

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Greg Abdalla
Financial Advisor
Phone: 
(321)-304-4021
E-mail: 
gabdalla@evershore.com

I am a financial advisor with Evershore Financial Group, as an independent comprehensive financial services firm with offices in Orlando, Palm Beach Gardens, Boca Raton and The Villages. I have served as a financial professional for the past 10 years beginning my career as a bank teller while still studying Applied Economics at Florida State University. After completing my Bachelor of Science in 2011, I was accepted into a specialty banking program with PNC Bank where I moved to Columbus, Ohio to complete a year long rotation program learning the many areas of banking as well as obtaining the licenses required to be a Financial Advisor. I currently hold the FINRA Series 7 General Securities and the FINRA Series 66 State Securities Law registrations, and the Florida Life, Health & Variable Insurance License.

As my career has progressed I have been in roles as a private banker as well as the benefits advisor to the University of Central Florida’s faculty & staff participating in the Florida Retirement System. I pride myself on being a comprehensive advisor that continues to educate myself on the needs of my clients. Over the last five years I have worked to master the financial planning software eMoney, providing my clients with not only a tool to create and monitor their financial plans, but a way to provide custom recommendations based on their unique needs.

Since joining Evershore Financial Group my network of clients has continued to grow and with the expansion of technology, I am now serving as the advisor for multiple families across the country. I currently have close relationships with clients in not only the Central Florida area but in Georgia, Ohio, Massachusetts, and Arizona. The wonderful part of being an independent financial services firm is that we have the ability to help solve our client’s financial needs regardless of their location.

Growing up in the Central Florida area and in an effort to give back to our community, I am currently serving as a member of the Central Florida Junior Achievement Leadership Council as well as going into the classroom to teach financial literacy to middle & high school students in Orange, Seminole and Osceola County.

 

Greg Abdalla is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

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  •   1750 N Maitland Ave, Maitland, FL 32751
  •   (321) 304-4009 (phone) | (321) 304-4103 (fax)
  •  bordroom@evershore.com

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Evershore Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Evershore Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Evershore Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.  3121051 DOFU 6/2020

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Registered in the following states: California (CA), Florida (FL), New York (NY), Pennsylvania (PA)

Insurance licensed in the following states: California (CA), Florida (FL), New York (NY), Pennsylvania (PA)

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