Greg Milewski – Retirement Income Source® SW Florida

Greg Milewski,

Certified Financial Planner®

Greg Milewski is the Certified Financial Planner on staff with the Retirement Income Source® of SW Florida team. He is an Investment Advisor Representative and licensed Life and Annuity specialist with over 15 years of experience in holistic financial planning.

Greg specializes in building retirement strategies like an architect overseeing the entire project, developing stable tax-advantaged income, estate and legacy planning while protecting retirees’ families from financial chaos. He enjoys creating charitable gifting solutions that allow donors of non-profits to see the fruit of their giving while they’re alive.

Greg grew up in Cleveland, Ohio, and relocated to the Gulf Coast of Florida in 2008. He lives with his wife, Kim, and children in Bradenton, FL, and enjoys playing guitar, watersports, and bowling.

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