MY MISSION STATEMENT
Excellence in family wealth planning for your family’s unique goals
Excellence in family wealth planning for your family’s unique goals
A financial professional with Morgan Stanley and predecessor firms since 1999, Gregg has been consistently helping clients set their long-term financial goals and objectives with the least amount of risk possible. In his business partnership he brings a detailed and hardworking approach to the team.
An area of focus for Gregg is in designing and executing financial plans for clients, for which he earned the professional designation of CERTIFIED FINANCIAL PLANNER™ Practitioner. Gregg has also received the Chartered Financial Consultant®, ChFC®, designation. Gregg manages complex financial strategies for clients with a focus on retirement, education, and charitable giving.
Gregg has completed rigorous training with The Institute of Family Wealth Management, an interactive e-learning program designed to empower financial advisors to build meaningful, multi-generational relationships with clients and their entire families, especially spouses, children and aging parents.
Gregg is a graduate of the University of Redlands in California with a Bachelor of Science degree in Business Administration.
As a member of the Leadership St. Paul Class of 2011, Gregg began his connecting with the St. Paul Chamber of Commerce. He also served on the Board of the St. Paul Chamber of Commerce Foundation, as was named the Chamber’s Emerging Volunteer of the Year in 2014.
In 2015 Gregg was named 40 Under 40 by the Minneapolis/St. Paul Business Journal, which recognize high-achieving young business leaders in Minneapolis/St. Paul.
Gregg has been involved in a Task Force to raise funds for new Ronald McDonald House Family Room at Children’s Hospitals and Clinics in St. Paul. He is continues to serve Children’s Minnesota as a part of the Legacy Advisors. He is also on the United Hospital Foundation board and Chair MN Kids Give, a local non-profit teaching children the benefits of philanthropy. Gregg loves to cook and is an avid golfer, tennis player, reader and world traveler.
Securities Agent: AZ, CA, CO, CT, DC, FL, IA, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NY, PA, RI, SD, TX, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
Donna holds many responsibilities within the team, all of which are integral to the success of the group. These duties include but are not limited to operations and administrative support, client account assistance and searching for ways to improve client service quality. As a Portfolio Associate, Donna holds her Series 7 and 66 licenses, enabling her to assist clients with transactions.
With a wealth of experience in financial services that extends back to 1992. , Donna has previously received very high praise in one of the industry’s leading publications. She was recognized for her exceptional service in Registered Rep Magazine, an honor Donna is very deserving of, and one she is truly grateful for. Donna has also held a separate role within the firm as a Complex Coach, where she works closely with her direct supervisor on topics related to new service initiatives as well as support for her peers. Family plays a major role in Donna and her husband’s outside life with two active teenagers. She also enjoys scrapbooking and reading.
Beginning in the fall of 2006, Charlie has worked at the Morgan Stanley office in St. Paul, whenever his school schedule allowed. He began working with the Nerland-Cummings Group full time in July of 2008. Charlie’s role on the team has evolved over the years, beginning with intern duties to today, leading the marketing efforts to playing a major role in the financial planning process.
Charlie holds a Bachelor of Science degree from the University of Minnesota. He is a recent graduate of the St. Paul Chamber of Commerce’s Leadership St. Paul Program. Outside of the office, he enjoys volunteering around the Twin Cities, cooking and playing golf.
Josh joined the Nerland-Cummings Group at Morgan Stanley in January of 2017. His duties are focused on portfolio operations and research support. Josh began his career in financial services with Capital Insight Partners in 2015.
Josh holds a Bachelor of Arts from Saint John’s University, where he majored in Economics and Finance. He currently serves on the CSB/SJU Young Alumni Committee where he focuses on bolstering community engagement. Josh holds his Series 7, 63, and 65 licenses.
In his free time, Josh enjoys reading, movies, and has recently taken up golf.
1999 - Present: Morgan Stanley*
Senior Vice President
Family Wealth Advisor
St. Paul, MN
1997 - 1999: Gregg Cummings Tennis Academy
Director of Tennis
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
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