Greg Sutton joined Henssler Financial in July 2025 as a Financial Planner in the Planning & Implementation Department, supporting Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch, in preparing and updating client cash flow projections, and ensuring appropriate asset allocation. He contributes to developing client investment policy statements, compiles accurate client review data and manages client meeting preparation and follow up.

Mr. Sutton is responsible for assisting the Associates in rebalancing accounts, opening and closing of accounts with custodians, monitoring cash flows, and adjusting clients’ financial plans as needed to accommodate life changes.

Before joining the firm, Mr. Sutton was a Learning and Development Associate at E*TRADE from Morgan Stanley, where he managed the onboarding and ongoing skill development of Financial Consultants by implementing training programs and facilitating professional development across various business units.

Mr. Sutton earned his Bachelor of Business Administration in Finance from the University of South Carolina and a Master of Business Administration from Kennesaw State University. He is a Registered as an Investment Advisor Representative (IAR) with his Series 65 qualification.

Greg Sutton joined Henssler Financial in July 2025 as a Financial Planner in the Planning & Implementation Department, supporting Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch, in preparing and updating client cash flow projections, and ensuring appropriate asset allocation. He contributes to developing client investment policy statements, compiles accurate client review data and manages client meeting preparation and follow up.

Mr. Sutton is responsible for assisting the Associates in rebalancing accounts, opening and closing of accounts with custodians, monitoring cash flows, and adjusting clients’ financial plans as needed to accommodate life changes.

Before joining the firm, Mr. Sutton was a Learning and Development Associate at E*TRADE from Morgan Stanley, where he managed the onboarding and ongoing skill development of Financial Consultants by implementing training programs and facilitating professional development across various business units.

Mr. Sutton earned his Bachelor of Business Administration in Finance from the University of South Carolina and a Master of Business Administration from Kennesaw State University. He is a Registered as an Investment Advisor Representative (IAR) with his Series 65 qualification.