Csenge Advisory Group
47yrs
Top advisor by experience in Clearwater
39yrs
Greg Willsey has worked in the financial industry for 39 years and is a fiduciary financial advisor based in Clearwater, Florida. Greg has been with Noble Family Wealth since 2024; before that, Greg spent three years at Mercer Global Advisors and six years at GFS Private Wealth. Greg holds the CFP® designation.
One of 444 advisors with offices in Clearwater, and one of 394 fiduciaries.
At a glance
Experience39 years (since 1988)
How that compares ?Top advisor by experience at Noble Family Wealth
Office2475 Enterprise Rd., Clearwater, FL 33763
How the firm is paid ?Percent of assets
Typical client at the firm ?$4.25 million
Advisors at the firm6
States licensed ?1 state
Services through Noble Family Wealth
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2024 – nowNoble Family WealthCurrent firm
- 2018 – 2021Mercer Global Advisors Inc.Previously
- 2012 – 2018GFS Private WealthPreviously
- 2006 – 2012RBC Capital Markets, LLCPreviously
- 1988 – 2006MerrillPreviously
Questions to ask Greg
Tailored to Greg’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Greg
How do I contact Greg?
Call Noble Family Wealth at 727-674-1462 and ask for Greg Willsey. Greg works from the Clearwater, FL office.
How long has Greg been a financial advisor?
Greg has been in the industry since 1988, about 39 years. Top advisor by experience at Noble Family Wealth.
What licenses does Greg hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Greg a fiduciary?
Greg is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Greg paid?
Noble Family Wealth reports being paid by a percentage of the assets they manage. Ask Greg for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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