Legacy Financial LLC, located in Sioux City, IA, is a reputable financial services firm that specializes in providing comprehensive wealth management solutions to clients. Led by Gregory G. Giles, a seasoned Investment Advisor Representative, the firm takes a multi-generational approach to create tailored financial plans that align with clients' estate and tax planning goals, ultimately helping them achieve a secure retirement. With over 25 years of experience in the entertainment industry and a strong background in law, Gregory brings a unique perspective to his role as a financial advisor, offering clients a personable and purposeful wealth management experience.
As a Vice President of Legacy Financial LLC, Gregory G. Giles is dedicated to helping clients secure their financial futures through sound investment strategies and effective financial planning. With a Bachelor of Arts degree from Brown University and a Juris Doctorate from the University of South Dakota, Gregory combines his expertise in American Civilization Anthropology and law to provide clients with comprehensive advice and guidance. In addition to his role at Legacy Financial LLC, Gregory is actively involved in various community organizations and serves as a Director for the Siouxland Estate Planning Council, Sioux City Community Theatre, and Sioux City International Film Festival, among others.
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