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

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 manage and preserve their wealth, and pursue their most important financial goals with cost-efficiency and viability.

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 professional advice.
  • Our level of commitment to our clients is well regarded.
  • 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

Greg Gulick, CFP®

LPL Registered Principal 

Greg Gulick is a CERTIFIED FINANCIAL PLANNER(TM) professional.  Greg brings over 20 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 nineteen years. Being licensed in both securities and insurance industries, Greg can provide a complete approach to the financial planning process.

Greg provides collaborative, independent, professional, 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, Utah, Kansas, North Carolina, Arkansas, Michigan, Tennessee, and Pennsylvania.  In his personal life, Greg has been married for almost 25 years and has raised 3 children. He is a dedicated member and volunteer of All Saints Catholic church where he has been a member for over 23 years. 

 

 

 

 

About LPL Financial

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting nearly 29,0001 financial advisors, and partner with 1,200 Financial Institutions2. In brokerage and advisory assets serviced or custodied, $1.8 Trillion with 7 Million Client accounts served by LPL advisors and institutions.

We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.

At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

  • No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024)
  • No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)
  • Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

1.Data as of March 31, 2025 

2. 1200 banks, credit unions and product manufacturers that partner with LPL Financial