Greg Bourne

Greg began his financial services career at Franklin Templeton with a focus on the complex issues in 401k’s and retirement plans.  He worked in several roles before moving to the sales team, focusing on wealthy clients and advisory teams nationwide. With a promotion to a leadership role at Fiduciary Trust International, Greg managed over $12 billion in pensions and high-net-worth clients, specializing in non-tradable securities and alternatives. In 2019 he transitioned to Bank OZK as VP – Retirement Plans and Trust Officer.  At Cyndeo, Greg focuses on retirement plans the firm services as well as private wealth management.

Outside of work, Greg enjoys sports, outdoor activities, and spending time with his family and friends. He holds a bachelor’s degree in business management from the University of South Alabama and has earned the CRPS, AIF, and CIS designations.