Marcia Gregory

Marcia Gregory is Vice President – Investments at Benjamin F. Edwards, based in the firm's Wheaton, IL office, where she is a member of the Cunningham, Gregory & Hoppe Wealth Management team. In this role, she provides comprehensive investment planning and tailored financial strategies for individual professionals, families, and small business owners, with responsibilities spanning asset allocation, portfolio construction, insurance, education funding, retirement, and estate planning.

Her expertise encompasses a broad range of asset classes including equities, fixed income, and insurance solutions, with a client-focused approach that emphasizes both short- and long-term financial goals. Marcia brings over two decades of financial services experience, including previous positions as Associate Vice President – Financial Advisor at Benjamin F. Edwards & Co., and Financial Advisor at Wells Fargo Advisors.

Marcia holds a Master's in International Management from Thunderbird School of Global Management and a Bachelor's degree in Economics (and French) from Villanova University, complemented by the Accredited Asset Management Specialist® (AAMS®) designation. She began her career in international banking—working in New York, Copenhagen, and Denver—before focusing on personalized wealth management, earning recognition for her commitment to comprehensive client planning and education.