Billy Gregory, CFP®

Billy Gregory is a Financial Advisor with Clear Perspective Advisors, serving clients from the practices Rockford office. A graduate of the University of Iowa with a degree in Business Management, Billy entered the financial services industry in 2020 and earned his insurance licenses along with his FINRA Series 7 and Series 66 registrations. He joined Clear Perspective Advisors in April 2021 and has since become a CERTIFIED FINANCIAL PLANNER^™ professional.

Billy is passionate about helping individuals, families, and business owners make informed financial decisions. He is also committed to giving back to the community, serving as Treasurer of the Rock River Valley Blood Center and as a member of the Rosecrance Junior Professional Leadership Council (Junior PLC).

With six years of experience in the investment advisory industry, Billy is dedicated to helping clients navigate important financial decisions and build strategies designed to help achieve their long-term goals.

EDUCATION & PROFESSIONAL DESIGNATIONS

University of Iowa, Business Management
State of Illinois Life Insurance License
FINRA Investment Licenses 7, 66