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Evershore Financial Group

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  2. Greg Abdalla, CEPA

Greg Abdalla, CEPA

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Greg Abdalla, CEPA
Financial Advisor
Phone: 
321.304.4021
E-mail: 
gabdalla@evershore.com

I am a financial advisor with Evershore Financial Group, an independent comprehensive financial services firm with offices in Orlando, Palm Beach Gardens, Boca Raton and The Villages. I have served as a financial professional for over 10 years beginning my career as a bank teller while still studying Applied Economics at Florida State University. After completing my Bachelor of Science in 2011, I was accepted into a specialty banking program with PNC Bank where I moved to Columbus, Ohio to complete a yearlong rotational program learning the many areas of financial services as well as obtaining the licenses required to be a Financial Advisor. I currently hold the FINRA Series 7 General Securities License, the FINRA Series 66 State Securities Law License, and the Florida Life, Health & Variable Insurance License.

 
As my career has progressed, I have been in roles as a private banker as well as the benefits advisor to the University of Central Florida’s faculty & staff participating in the Florida Retirement System. I pride myself on being a comprehensive advisor that continues to educate myself on the needs of my clients. Over the last five years I have worked to master the financial planning software eMoney, providing my clients with not only a tool to create and monitor their financial plans, but a way to provide custom recommendations based on their unique needs. 


To continually add value to my client’s relationships & my knowledge I have obtained the designation as a Certified Exit Planning Advisor (CEPA), this designation was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™. Utilizing the CEPA designation I am able to take a deeper dive into the planning process with my business owner client’s covering the complex needs of growing businesses & preparing for the eventual exit of the owner from that business while continuing the legacy of what they have worked so hard to build. Exit Planning is a business strategy for every business owner to obtain the highest value for that business when that owner is ready! 


Since joining Evershore Financial Group my network of clients has continued to grow and with the expansion of technology, I am now serving as the advisor for multiple families across the country. I currently have close relationships with client’s in not only the Central Florida area but in Georgia, Ohio, Massachusetts, Arizona, Texas, Utah, North Carolina & South Carolina. The wonderful part of being an independent financial services firm is that we have the ability to help solve our client’s financial needs regardless of their location. 


Growing up in the Central Florida area and in an effort to give back to our community, I am currently serving as a member of the Central Florida Junior Achievement Leadership Council as well as going into the classroom to teach financial literacy to middle & high school students in Orange, Seminole, and Osceola County.

Greg Abdalla is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 1750 N. Maitland Avenue, Maitland, FL  32751. www.evershore.com. DOFU 09.2021 3751511

Evershore is an Award-winning Business

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Contact info

  •   7284 W. Palmetto Park Road, Suite 106 Boca Raton, FL 33433
  •   1750 N. Maitland Avenue, Maitland, FL 32751
  •   3300 PGA Boulevard, Suite 990 Palm Beach Gardens, FL 33410
  •   510 CR 466, Suite 207K, Lady Lake, The Villages, FL 32159
  •   (800) 936-4310
  •   info@evershore.com

Contact us

Evershore Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Evershore Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Evershore Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3077312 DOFU 06/2020

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