Greg Bennett, MBA

Greg Bennett is the Founder and Managing Principal of BluHawk Wealth Management, LLC, established in 2013 and based in Mooresville, NC. 

Growing up as part of a large family, he learned the value of hard work at a young age, fostering a strong work ethic that has shaped his journey. Recognizing the power of education and mentorship, Bennett pursued higher education and earned a Bachelor's degree in Finance from The University of Iowa, in addition to an MBA from Duke University a short time later.  

With close to three decades of experience in the financial and wealth management sector, Bennett has earned much respect and trust from his diverse clientele. His deep understanding of investment strategies, retirement planning, and wealth management has positioned him as a sought-after advisor, providing personalized financial and investment management solutions to many individuals and families.

Alongside his professional pursuits, Bennett actively engages in philanthropic endeavors. As a local sponsor for Toys for Tots for over two decades, he contributes in a small but meaningful way to help bring joy to underprivileged children during the Christmas season. Additionally, he volunteers his time at his local church, where he imparts timeless, biblically-based financial management principles, empowering others to make wise financial decisions.

As the founder of BluHawk Wealth Management, Bennett has carefully guided its steady growth through thoughtful planning and consideration. The firm's success is a testament to his strategic vision and dedication to serving the Lake Norman Community and beyond.

*Greg Bennett's unwavering commitment to his profession, combined with his extensive financial knowledge, has garnered him recognition as a 5-star Professional Wealth Advisor for 12 consecutive years, a rare and humbling achievement. With a strong emphasis on personalized service, he leads his team of skilled professionals in providing comprehensive financial guidance, employing meticulous research and risk management strategies to develop customized investment and financial plans.

Beyond his professional achievements, Greg cherishes his role as a devoted husband to his grad-school sweetheart and bride of 28 years, Amy, and as a loving father to two adult children, Sam and Abigail. He and his family also find joy in the company of their three fun-filled four-legged family members, Arty, Obie, and Gizmo.

He holds his Series 7, 63 and 9 & 10 registrations with LPL Financial and his Series 66 with both LPL Financial and IFG Advisory. He is licensed to work with clients in the states of AL, CO, DC, FL, GA, IL, IA, KS, LA, MO, NY, NC, OR, PA, SC, VA, and WA.

Through its access to LPL Financial, the largest non-bank broker/dealer in the U.S., (as reported in Financial Planning Magazine, June 1996-2023, based on total revenue), BluHawk Wealth is able to offer high-level financial and retirement planning technology, research, and non-proprietary investment products.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2023 Five Star Wealth Managers.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.