Syrios Wealth Management Group

Meet our Team

Our client relationships are built on trust, integrity and mutual respect. We are always striving to exceed our clients’ expectations. You can count that our experienced team of professionals will be available when you need us.

Our Qualifications

We have been working with individual investors and institutions for more than 28 years. We have the experience in all areas of investment planning to help you pursue your goals.

Designations Held by The Syrios Wealth Management Group

A Financial Advisor who has been awarded the CFP® professional certification has demonstrated skill in analyzing and developing personal long-term financial strategies. He or she has successfully completed a series of rigorous financial planning courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards.
Certified Investment Management Analyst® (CIMA®) is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards.

The CIMA Certification requires advisors to meet rigorous standards:

• Experience: At least three years of relevant financial services experience and a clean regulatory record
• Ethics: Comply with the Institute Code of Professional Responsibility or lose the certification
• Education: Complete executive education at a top 25 global business school
• Exam: Pass a stringent five–hour examination
• Continuing Competency: Stay updated on industry trends, laws, and products with 40 hours of continuing education every two years, including two hours of ethics education
Greg Syrios

Greg Syrios

  • CFP
  • CIMA
  • Managing Director - Investments
  • Senior PIM Portfolio Manager
Bev Patton

Bev Patton

    • Senior Registered Client Associate
    • Vice President
    Syrios Wealth Management Group

    Investment and Insurance Products are:

    • Not Insured by the FDIC or Any Federal Government Agency
    • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
    • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

    This information is intended for use only by residents of (AK, AZ, CA, CO, DE, GA, HI, ID, IL, IN, MO, NC, NM, NV, OH, OR, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

    For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

    Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

    Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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