Financial planning tailored to your goals

• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IL
• IN
• KS
• MA
• MD
• ME
• MI
• MS
• NC
• NJ
• NM
• NY
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WV
• WY

Clear financial solutions to complex problems—with a focus on retirement

Greg started reading The Wall Street Journal at the age of 10. Little did he know then that this was the beginning of a highly successful career as a Financial Advisor and Chartered Retirement Planning Counselor^SM. With over 30 years of experience in the financial industry, Greg has seen many market cycles and has learned not to overreact to short-term events, guiding clients to take a rational, long-term approach to investing.

Greg’s passion for analysis, extensive knowledge of the financial markets and his ability to translate complex industry data into clear and practical sense for clients has made him a trusted advisor to individuals and multigenerational families alike.

As a Chartered Retirement Planning Counselor^SM, Greg specializes in both retirement planning and retirement income strategies with a focus on portfolio construction and management, fund analysis, and taxable fixed income.

Credentials that build confidence
– Chartered Retirement Planning Counselor^SM
– B.S., Industrial Relations, UNC Chapel Hill
– Life, Health and Long-term Care Insurance licenses
– Series 7, 63, and 65 securities licenses

Making a difference
Greg enjoys volunteer work and supports many different charitable organizations.

Outside the office
Greg and his wife, Susan, have lived in Wilmington since 1982 and love being part of a coastal community. Greg enjoys spending time with his family and going to church. Golfing, tennis, boating, and fishing are also passions.

• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IL
• IN
• KS
• MA
• MD
• ME
• MI
• MS
• NC
• NJ
• NM
• NY
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WV
• WY

Building financial relationships that exceed expectations

Jeff’s career began in 1985 in banking, where he learned the trust, private banking, wealth management, and brokerage business. He knew then that he wanted to pursue a career as a financial planner so he could help clients to make the best decisions possible while minimizing risk.

Jeff’s extensive experience in the financial markets make him a perfect partner with Greg Pleasants. Together, the two, steer the Wrightsville team’s investment strategy and research.

Currently, Jeff focuses on asset allocation and investments, financial and estate planning, and retirement income strategies. Jeff understands that estate planning is an important component of a sound financial strategy. His integrity and commitment to exceed client expectations make him a trusted advisor to his clients.

Credentials that build confidence
– Certified Financial Planner^TM professional
– B.A., Business Administration, University of North Carolina, Charlotte
– North Carolina School of Banking, Campbell University Southeastern Trust School
– Life, Health and Long-term Care Insurance licenses
– Securities and insurance licenses 7, 63, and 65

Making a difference
Jeff is active in his church and charitable organizations supported by the church.

Outside the office Originally from Toledo, Ohio, Jeff enjoys living in a coastal community. He loves spending time in the great outdoors with his family, playing tennis, and boating.

• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IL
• IN
• KS
• MA
• MD
• ME
• MI
• MS
• NC
• NJ
• NM
• NY
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WV
• WY

“We are all searching for simplicity, efficiency, and success.” – Elise Wilson

Isn’t that what financial freedom is about?

As a young girl, Elise was influenced by her mother’s membership in an “all women investment club.” She learned from listening to her parents discuss individual stocks and later seeing the growth of their portfolios over time. The power of financial independence fascinated her. 

With 17 years in the financial services industry, Elise now helps Wrightsville Wealth Management clients with all their financial planning needs. Her comprehensive style of wealth management begins by listening and understanding each client’s unique goals, creating an individualized financial plan and implementing changes as life happens. As a Certified Financial Planner^TM professional, her focus is comprehensive, analyzing not only clients’ investments, but also seeking opportunities for tax efficiency and improved liability management. Her experience has taught her to expect the unexpected. With proper planning and preparation, her clients’ can enjoy life’s ebb and flow confident about reaching their desired outcome.

Credentials that build confidence
– Certified Financial Planner^TM professional
– B.A., Business Administration, North Carolina State University
– Life, Health and Long-term Health Insurance licenses
– Series 7, 63, 65 and 66 securities licenses

Making a difference
Elise is an active volunteer who has been involved with the Junior League of Wilmington, Children’s Municipal Museum of Wilmington, Thalian Hall Association, and JDRF,She is currently a proud board member of the Women’s Impact Network.

Outside the office
Elise, a Wilmington native, loves living in a beach community. Her husband,and two children all enjoy outdoor activities and traveling. Elise is also enjoying learning her newest hobby of tennis.

• FL
• GA
• IL
• MA
• MI
• NC
• NY
• OR
• PA
• SC
• TX
• VA