Financial planning tailored to your goals

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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
• MA
• MD
• ME
• MI
• MS
• NC
• NJ
• NM
• NY
• OH
• OK
• 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
• MA
• MD
• ME
• MI
• MS
• NC
• NJ
• NM
• NY
• OH
• OK
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WV

“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.

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

Delivering the ultimate client experience

With over a decade of industry experience at national wealth management and boutique investment firms, Carolyn is the newest addition to the Wrightsville Wealth Management team.

Carolyn is responsible for the development and implementation of our client communications and concierge service. She ensures that everything runs smoothly on a daily basis, including online access and event planning. Carolyn is also the liaison between our internal team and external experts making it possible for clients to have the resources they need to achieve their goals.

Carolyn’s moto is, “We can handle any request, no matter how big or small.” She is a team player who works hard with the rest of the team to surround clients with a full suite of financial services that support their dreams such as buying a new home, sending kids to college, getting a vacation home, planning for retirement, and philanthropic goals.

Credentials 
– B.A. Human Relations, High Point University
– Life and Health Insurance licenses
– Series 7, 9, 10 and 66 securities licenses

Outside the office
Carolyn loves living in a coastal community where the ocean is always nearby. She is a dedicated Yoga practitioner. Carolyn is also a wine connoisseur.

A passion for problem solving and excellent client service

The team's newest member, Serena joined Wrightsville Wealth Management in 2023. As a primary source of client contact, Serena knows first-hand that clients value confidentiality and a quick turnaround to their requests. She assists clients with setting up appointments, brokerage deposits, funds transfers, check requests, statements or tax reporting copies and questions regarding accounts. 

Serena's passion for problem-solving is rooted in her curiosity and her love of learning. Her natural inclination to help others results in the smooth and seemingly effortless operations of the team. Serena loves working with a team whose members are excited by what they do ever day. Client satisfaction and building lasting relationships are top priorities for all.

Education

B.S. Nursing, UNC Wilmington

Outside of the office

Serena loves spending time with her family, at her church and at the gym. She enjoys cooking, and especially baked goods, and loves sharing that passion with others.