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Gregory  Wilson

Gregory Wilson

Founder | Managing Director

Greg Wilson serves as Managing Director of Franklin Group Financial Services, a business he co-founded in 2021 to unify his businesses under one shared brand. Greg has over twenty years of financial advisory experience, serving clients with needs-based, outcome-focused solutions.

Greg began his financial career in International Banking with JP Morgan Chase in NYC. He returned to his hometown, Philadelphia, and expanded his experience with Karr Barth Associates in 2001, where he served as a Financial Professional focusing on investment planning. In 2003, Greg joined Rubin Goldman Associates where he developed RGA’s portfolio strategies team, leveraging his rich background in institutional portfolio strategy and personal investment style to serve clients of the firm. In 2019, Greg initiated a practice focused on student loan debt forgiveness planning to address the national student loan debt crisis. Ultimately, this effort emerged as the Apollo Group, which provides a student loan forgiveness wellness benefit to non-profit hospitals to support their employees.

Greg did his undergraduate studies in Finance at Lehigh University and graduate studies at New York University in the Real Estate Investment and Finance Masters Program.

Greg is an active Lehigh alumnus, serving as a mentor to Lehigh Lacrosse undergrads. He has also served on and chaired several committees at Lehigh. He is an Elder of the Grace Presbyterian Church in Jenkintown, where he chaired the Stewardship and Administration committee. Greg is a past Chairman of the Abington Lacrosse Club Board of Directors and continues to coach youth lacrosse.

Greg cherishes family time. He and his wife Ann recently celebrated their 25th wedding anniversary. Son, Mac, is now a 3rd generation Lehigh graduate and daughter, Emma, attends Wesleyan University and plays on the Women’s Lacrosse Team. 

California Insurance License#: 0H43965

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