Greg Carrick Email
Partner, Senior Wealth Advisor @ Beacon Pointe
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Greg Carrick Location
- Chapel Hill, NC, US
Greg Carrick Work
- 2021 -now Partner, Senior Wealth Advisor @
- 2021 -2021 Senior Wealth Advisor @
- 2014 -2021 Wealth Advisor @
- 2013 -2014 Financial Planning Associate @
- 2010 -2012 Client Service Representative @
- 2010 -2010 Intern @
Greg Carrick Education
- University of North Carolina at Greensboro 2010-2011
- Appalachian State University 2005-2009
- Greensboro Day School 2001-2005
Greg Carrick Skills
- Estate Planning
- High Net Worth Individuals
- Microsoft Excel
- Asset Management
- Investment Portfolio Design
- Risk Management
- Succession Planning
- Asset Allocation
- Scenario Analysis
- Wealth Transfer
- Wealth Management
- Charitable Gift Planning
- Financial Planning
- Multi Generational Wealth Transfer
Greg Carrick Summary
- Greg Carrick, based in Chapel Hill, NC, US, is currently a Partner, Senior Wealth Advisor at Beacon Pointe. Greg Carrick brings experience from previous roles at Beacon Pointe and DMJ Wealth Advisors, LLC. Greg Carrick holds a 2010 - 2011 University of North Carolina at Greensboro. With a robust skill set that includes Estate Planning, High Net Worth Individuals, Microsoft Excel, Asset Management, Investment Portfolio Design and more. Greg Carrick has 2 emails on RocketReach.
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