Designations Held by The Syrios Wealth Management Group

Greg Syrios began his career in 1993 where he worked for Olde Financial as the Branch Manager before joining A.G. Edwards in 1997. Greg holds the titles of Managing Director – Investments and Senior PIM Portfolio Manager. Greg has been recognized as a Premier Advisor from 2010 to 2021. This distinction is reserved for a select group of Financial Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Greg completed his undergraduate studies at San Jose State University and received his bachelor’s degree in Finance. Additionally, Greg is a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst™. He received his CIMA® certification from the Wharton School of the University of Pennsylvania. His responsibilities include investment planning analysis, portfolio management and construction, wealth management, and money manager selection. He serves private clients along with institutions such as foundations, endowments, and public service associations.

Greg and his family live in La Jolla. In his free time, Greg enjoys watching his daughters' volleyball games, playing tennis, snowboarding and outdoor adventures.

CA Insurance License Number: 0C14618. Resident State CA.

Beverly (Bev) Patton is a Senior Registered Client Associate with the Syrios Wealth Management Group of Wells Fargo Advisors. Bev is responsible for point-of-contact client relations. She services all Syrios Wealth Management Group client accounts.

In 1983, Bev started her financial career in the banking industry as a customer service representative. In 2000, Bev moved to the investment sector as a Client Associate for A.G. Edwards & Sons, Inc. In 2004, Bev joined Greg's team, which later evolved into the Syrios Wealth Management Group of Wells Fargo Advisors. Bev has been awarded the Wells Fargo Advisors Premier Client Associate from 2004 to 2021. This recognition is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values. 

Bev is a FINRA registered Series-7, Series-66 Investment Advisor Representative. Bev also holds a California Life and Health Insurance license.

CA Insurance License Number: 0H52596. Resident State CA.

Lily Fallah is a Financial Consultant with the Syrios Wealth Management Group of Wells Fargo Advisors. She graduated magna cum laude from San Diego State University, where she studied Business Finance and minored in Honors Interdisciplinary Studies. Lily has been working with the Syrios Wealth Management Group since 2017, where she’s established an impressive track record of working toward outstanding client success, and impactful client and team relationships.

As a Financial Consultant, Lily works with select clients to develop individualized investment plans catered to each client’s unique goals. She works closely with institutional clients in establishing and maintaining corporate retirement plans. With the extensive use of resources provided by the firm, Lily works to deliver both sound and goal-tailored plans for existing and prospective clients.

Lily has completed the Chartered Special Needs Consultant® (ChSNC®) Designation, which provides her with the technical, collaborative and qualitative skills necessary to help clients with special needs. Lily works passionately with the special needs community in both her personal and professional career. She is on the Board of Directors for The Arc of San Diego, a not-for-profit corporation that provides extensive services to people with disabilities.

Lily is a FINRA registered Series-7, Series-66 Investment Adviser Representative. She also holds a California Life and Health Insurance license.

CA Insurance License Number: 0M87111. Resident State CA.