Gregory N. Rogers

Investment Advisor Representative

812.670.3440

Greg Rogers serves as an Investment Advisor Representative with Meritrust.

Greg helped to found Capital Asset Management, LLC in April 2000, which merged with Meritrust in 2014. He is a licensed (NASD Series 65) registered representative who develops prudent, long-term investment portfolios for clients through access to no-load, institutional asset class mutual funds. He also assists clients with financial planning. Greg has a long and varied background in financial services. He has been the president of two national banks and a Comptroller for an Army Reserve Division.  He retired from the Army after 26 years of (active and reserve) service as a Lieutenant Colonel.

Ask me about:
  • What I did in the Army
  • The sports I enjoy with my son and wife, Gwen

Education
  • BBA, University of KY
  • Masters (equivalency) from The Graduate School of Banking at LSU
Community Involvement
  • He is active in community and Christian projects, and enjoys numerous sports with his two sons, and his wife, Gwen.
Related Services
  • Focus on Financial Planning for individuals and couples at all ages and stages of life.
  • He is totally committed to providing superior client service and sees portfolio management as only one component of a good financial plan. He enjoys working with clients to help them to attain their financial goals for short and long-term dreams and needs.

Disclosure

Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.