Our Team: Greg Ergle CFP®

Greg Ergle CFP®

Greg Ergle CFP®

Founder and President – Ergle Financial Services Inc.

Bachelor of Science – Business Finance from University of Central Florida 1984
CERTIFIED FINANCIAL PLANNER TM



Greg has provided investment advice and financial planning to clients since 1989. For over 25 years he
has guided clients through one of the most challenging economic periods in the history of
the U.S.. With ideal experience and education, Greg strives to instill in his clients a special trust and confidence.

Greg is active in the community. He has been very involved in coaching youth sports from pee wee
to high school varsity athletics. He has coached all-star youth baseball, girls varsity basketball and boys 
varsity football at St. John Lutheran High School. Greg is also involved in the Church of Hope in Ocala.
He has taught Bible Study to teens and youth and is currently the head of the HOPE Parking Team.
Greg has also served on Civic Club Boards here in Ocala. Greg enjoys times with family, BBQ, music, athletics, motor sports and fishing. Greg is also a runner and recently completed his first full marathon. 

In addition to being a CFP professional  in good standing, Greg has the following licenses:

• Florida RA – Investment Advisor Representative
• National Futures Association – NFA Approved person

Florida Department of Insurance License

• Life + Variable Annuity
• Life Variable Annuity + Health
• Life
• Variable Annuity
• Health

License Exams:

• Series 3
• Series 65
• Series 63
• Series 7 - General Securities Representative
• Series 8 - General Securities Sales Supervisor

Active state Registrations:

• Florida
• Georgia
• Alabama
• Louisiana
• North Carolina
• New York
• Connecticut
• Indiana
• Illinois
• Missouri
• Kansas
• Colorado
• California


Susan Ergle - Client Service

Susan Ergle

Susan has a Bachelor’s Degree from the University of South Florida, 1985.Susan has been a classroom teacher for 15 years in elementary, middle and high school. Susan is the mother of 4 kids. Susan currently serves as a Client Service Associate from Ergle Financial Services. Susan is active in the community leading a life group for the Church of Hope and is the director of the Saints on Stage Drama Team at St. John Lutheran School. She enjoy family time, “junking” and reading.







Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Raymond James financial advisers may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.