Greg Carrico Email & Phone Number
Co-Founder and President @ Legacy Wealth Advisors
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Greg Carrico Location
- Clinton Township, MI, US
Greg Carrico Work
- Co-Founder and President @ (January 2016 - Present)
- Founder @ Legacy Insurance Advisors (July 2013 - Present)
- Investment Advisor @ (January 2013 - January 2015)
- Registered Representative @ (January 2011 - January 2013)
- Registered Representative @ (January 2008 - January 2011)
- Registered Representative @ (January 2006 - January 2008)
Greg Carrico Education
- University of Michigan
Electrical Engineering (Electrical Engineering)
1999-2003 - The American College
CLU & ChFC
2010
Greg Carrico Skills
- Disability Insurance
- Retirement Planning
- Life Insurance
- Policy Review
- Fixed Annuities
- Long-term Care
- Estate Planning
- Wealth Transfer
- Pension Maximization
- Business Planning
- Term Life Insurance
- Wealth Management
- Buy-sell Agreements
- Pensions
- Whole Life
- Investments
- 401k
- Long Term Care Insurance
- Series 63
- Finance
- Business Development
- Strategic Planning
- Mutual Funds
- Buy Sell Agreements
- Microsoft Excel
- Customer Service
- Long Term Care
- Management
- Project Management
Greg Carrico Summary
- Greg Carrico, based in Clinton Township, MI, US, is currently a Co-Founder and President at Legacy Wealth Advisors. Greg Carrico brings experience from previous roles at Legacy Insurance Advisors, The Legend Group, Prudential Financial and Voya Financial. Greg Carrico holds a 1999 - 2003 Electrical Engineering in Electrical Engineering @ University of Michigan. With a robust skill set that includes Disability Insurance, Retirement Planning, Life Insurance, Policy Review, Fixed Annuities and more. Greg Carrico has 2 emails and 1 mobile phone numbers on RocketReach.
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