Recognized by Investment Advisor Magazine's 8-Time Broker-Dealer of the Year, The Investment Center has been named Broker-Dealer of the Year in 2006, 2008, 2009, 2011, 2014, 2015, 2016 and 2019.  Nations Advisors uses The Investment Center as our Broker-Dealer.  

Nations Advisors is an independent wealth management and investment advisory firm headquartered in Dallas, Texas (Far North Dallas and close to Addison and Plano).  Providing comprehensive wealth management and financial expertise to individuals, families and business owners enabling them to achieve their personal financial goals and realize their dreams.

Our work is to help simplify our clients' financial lives, and organize their personal financial planning.  We work closely with our clients using a consultative process to help them grow and sustain their wealth, and achieve their most important financial goals with cost-efficiency and reliability.

Fiduciary Standard

The fiduciary standard of care requires that a financial adviser act solely in the client’s best interest when offering personalized financial advice.

Our Philosophy and Mission

  • You will work with a highly experienced CERTIFIED FINANCIAL PLANNER(TM) professional.
  • We believe in the fiduciary standard of care using well founded unbiased advice.
  • Our level of commitment to our clients is top notch. 
  • Our mission is to help you design and implement a personal wealth strategy that allows focus on leading a purposeful, fulfilling life, while potentially reducing risks that could adversely affect your financial goals.

Overview

Partner

Greg Gulick, CFP®

Greg Gulick is a CERTIFIED FINANCIAL PLANNER(TM) professional.  Greg brings over 19 years of professional wealth management experience managing financial assets for individuals, multi-generational families, trusts, retirement plans and managed portfolios.  

Greg has strong portfolio management skills which serve clients who are looking for an advisor that will actively manage their assets while personalizing investment strategies including retirement income, planning, and wealth accumulation needs. 

Greg graduated from Saint Edward’s University in Austin, Texas with a Bachelor of Business Administration degree in Accounting. He also has completed the Financial Planning Certificate program at Texas A&M University at Commerce. Greg also completed the Retirement Plan Fundamentals Certificate program from the American Society of Pension Professionals.

Managing a lifetime of earnings and personal resources requires careful, meticulous planning. Greg has been helping individuals, families and business owners develop financial, retirement and investment plans and strategies for over a seventeen years. Being licensed in both securities and insurance industries, Greg can provide a complete approach to the financial planning process.

Greg provides objective, independent, unbiased, and creative solutions for individuals, families and business owners their investment management and financial planning needs to clients living in Texas, California, Colorado, Minnesota, New Mexico, Nevada, Tennessee, Utah, Kansas, North Carolina and Pennsylvania.  Greg lives in Dallas, Texas (far north Dallas near Plano), raising three children with his wife and volunteering at church. 

Affiliations

In Support of Your Success

Our firm combines experience in multiple disciplines, with access to professional relationships, to help manage and coordinate your complete and evolving financial needs. This begins with a strong back-office support team.

The Investment Center, Inc.

The Investment Center, Inc. serves as our Broker-Dealer. The Investment Center, Inc. provides back-office support to our firm in every area of our practice and in servicing your account. This gives us the ability to focus on satisfying your needs for personal, one-on-one service from experts we can trust. As a leader in providing business solutions for independent financial advisors, The Investment Center, Inc. understands the distinctive, entrepreneurial needs of our business.

How does The Investment Center benefit you as an investor?

The Investment Center, Inc. serves as our Broker-Dealer. The Investment Center, Inc. provides back-office support to our firm in every area of our practice and in servicing your account. This gives us the ability to focus on satisfying your needs for personal, one-on-one service from experts we can trust. As a leader in providing business solutions for independent financial advisors, The Investment Center, Inc. understands the distinctive, entrepreneurial needs of our business.

The Power of Pershing LLC

General securities transactions executed with The Investment Center, Inc. are cleared through Pershing LLC, member FINRA, NYSE, SIPC, a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon).

Pershing has been a leading global provider of financial business solutions for over 75 years and serves many of the world’s most respected financial organizations.

How does Pershing benefit you as an investor?

Pershing LLC, a wholly owned subsidiary of The Bank of New York Mellon Corporation, works on behalf of your financial organization to support your investment success. Pershing offers financial services firms a one-stop, full service global solution with integrated, multicurrency clearing and execution, plus a full range of global resources.

Pershing develops and continually enhances top-tier investment products and services, and gives you access, through your financial organization, to cutting-edge technology solutions. Pershing offers unequaled experience built over seven decades of serving financial organizations of every size and business model.