Greg Hutto, CFP®, CFA®
Login to view DISC.Greg Hutto is the Founder and CEO of Heritage Retirement Advisors, a firm he established after 14 years at major companies like UBS. A Certified Financial Planner® and CFA® Charterholder with a business degree from Texas A&M, he specializes in providing investment solutions for high-net-worth families and executives in the DFW area.
Outside of his firm, Greg is a family man who lives in the Fort Worth area with his wife and three children. Drawing on his past as a coach, he is actively involved in his community by coaching his kids sports teams. He comes from a family of educators.
He began his career as a teacher and coach before transitioning into the financial services industry.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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