Think Bank is pleased to announce that Greg Snider, J.D., CFP®, has joined its investment services division as a financial advisor serving the Rochester market. Working through Think Financial Planning, Greg serves customers as a financial advisor with Raymond James Financial Services. He brings extensive planning experience and a relationship‑driven approach that helps customers at every stage of their financial journey. His background includes comprehensive planning roles in wealth management and philanthropic planning, paired with formal training in law and financial planning.
In his role, Greg partners with customers to create personalized strategies—from early goal setting and saving through retirement income, legacy conversations, and multi‑generational planning. He is passionate about walking alongside customers step‑by‑step and helping them align their money with what matters most, today and over the long term.
“Greg brings a strong combination of technical expertise and human connection,” said Steve Epp, Vice President of Financial Planning & Insurance at Think Bank. “His ability to meet customers wherever they are, whether they’re just getting started or planning their legacy, will be a meaningful resource for the Rochester community.”
Greg shared why Think Bank is the right fit for him: “My favorite part of this work is guiding people through each step of the planning process and reaching the point where we can talk about the legacy they want to leave,” said Snider. “I’m proud to do this at a local community bank like Think, where relationships come first—and where our partnership with Raymond James gives us the same kind of planning depth and tools customers expect from the largest firms.”
Greg’s professional experience spans more than a decade of financial planning and advisory work, including roles in wealth management and gift/legacy planning in the Rochester market. To learn more about Think Financial Planning, visit https://www.thinkbank.com/raymondjames.
Think Bank is a community bank headquartered in Rochester, Minnesota, with full-service offices in Rochester, Apple Valley, Eagan, and Edina. As a mutual financial institution, Think is owned by its customers which drives their people-first approach. Their broad range of services includes full-service banking, mortgage, financial planning, and insurance. Learn more at thinkbank.com.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Think Bank and Think Financial Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.