Greg Werchanowskyj CEPA® in

Greg Werchanowskyj CEPA®

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Financial Advisor at Morgan Stanley
📍 Greater Birmingham, Alabama Area, United States

Greg is a partner and Financial Advisor with the Paragon HM Wealth Management Group at Morgan Stanley in Birmingham, Alabama. He focuses on creating comprehensive wealth, asset preservation, and business succession strategies for families and businesses. A graduate of the University of Mississippi, he is also a Certified Exit Planning Advisor (CEPA®).

Greg shows a strong commitment to community well-being and supports local ministries. He has publicly endorsed organizations that provide resources and guidance to families navigating the challenges of addiction, highlighting his interest in helping people find hope and healing through difficult times.

Prior to his career in wealth management, Greg began his professional journey working with start-ups in the technology and healthcare sectors.

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Experience
18 Years
Current Role
Financial Advisor
Location
Greater Birmingham, Alabama Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Greg cares about

Business Exit Planning
As a Certified Exit Planning Advisor (CEPA®), he specializes in developing and maintaining business succession and exit strategies for clients.
Risk Management
His investment approach is founded in risk management and insurance strategies to help clients with asset preservation.
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Career

Work history

6-2011
Financial Advisor
Morgan Stanley
11-2007 - 5-2011
Agent
State Farm
In the press

Media appearances

Contact Gregory Werchanowskyj, Email - Morgan Stanley. Featured in ZoomInfo
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Education
1992 - 1997
Bachelor's degree
University of Mississippi
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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