Greg Helck, a highly dedicated professional in the financial services industry. Greg's extensive expertise spans wealth management, alternative investments, options trading, marketing, and managing teams through leadership, innovation, and science-based solutions. This also plays a pivotal role in managing and developing North Shore Wealth Management. It is no surprise that Greg possesses a deep understanding of the financial world, as his father held prestigious positions at Raymond James Financial, including Chief Operating Officer and CEO of the Global Private Client Group.

Proud of his Georgia roots, Greg has pursued his education with great diligence. He earned a bachelor's degree in business administration from Kennesaw State University and a master's degree from the University of Georgia, establishing a strong foundation for his professional journey. As a lifelong student of the wealth management industry, financial planning, business management and investment management, Greg constantly seeks opportunities to expand his expertise. His research interests even extend into the behavioral science aspects of wealth management, focusing on both practice management and helping families enjoy better lives.

Greg's commitment to personal growth and professional development is evident through his participation in Leadership St. Pete, an esteemed program that recognizes individuals dedicated to enhancing their leadership skills. This further demonstrates his drive to excel and find solutions to complex challenges within organizations and families.

Beyond his professional endeavors, Greg's dedication extends to making a positive impact in his community. He is a passionate supporter of the Johns Hopkins All Children's Hospital Heart Institute, First Presbyterian Church of St. Pete, and St. Pete Primary School. Through his involvement with these organizations, Greg actively contributes to improving the lives of others and creating a better future for his community.

Originally from Milledgeville, Georgia, Greg now calls St. Petersburg home. Alongside his loving wife, Sarah, and their four wonderful children, as well as their two adorable dogs, he enjoys the joys of family life. In his leisure time, Greg finds joy in the pursuit of activities like fishing, tennis, and golf.