Meet the Team

Gregg Munn

Gregg Munn, Jr. CPA, CFP®

Senior Financial Planning and Tax Advisor

Jacksonville, FL | 609.737.6600
gmunn@saxwa.com

Education

  • BS Accounting and Finance, Florida State University
  • Masters of Accountancy, North Florida

Community

  • Member, NAPFA (The National Association of Financial Advisors)
  • Member, NJCPA (The New Jersey Society of CPAs)
  • Member, Hunterdon County Chamber of Commerce in Flemington, NJ

Gregg Munn Jr. has extensive wealth management advisory experience that includes financial planning, investment portfolio analysis and management, retirement planning, cash flow and budget management, strategic tax planning and preparation, trust and estate planning, and risk management with insurance planning.

Gregg earned a Bachelor of Science Degree in Accounting and Finance from Florida State University and Masters of Accountancy from North Florida. He is a Certified Public Accountant (CPA) and a Certified Financial Planner Practitioner (CFP®).

Gregg is a member of NAPFA (The National Association of Financial Advisors) and the NJCPA (The New Jersey Society of CPA’s).

Awards & Honors