Greg Carrick Email
Partner, Senior Wealth Advisor @ Beacon Pointe
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Greg Carrick Location
- Chapel Hill, NC, US
Greg Carrick Work
- Partner, Senior Wealth Advisor @ (November 2021 - Present)
- Senior Wealth Advisor @ (May 2021 - November 2021)
- Wealth Advisor @ (June 2014 - May 2021)
- Financial Planning Associate @ (January 2013 - June 2014)
- Client Service Representative @ (May 2010 - December 2012)
- Intern @ (January 2010 - May 2010)
Greg Carrick Education
- University of North Carolina at Greensboro
(Finance)
2010-2011 - Appalachian State University
(Finance and Banking)
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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