Greg Costello Email & Phone Number

Complex Manager, Senior Vice President, Investments @ Raymond James

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Greg Costello Location

Chattanooga, TN, US

Greg Costello Work

2022 - now Complex Manager, Senior Vice President, Investments @ Raymond James
2015 - 2022 Senior Vice President, Regional Brokerage Manager @ Wells Fargo Advisors
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2014 - 2015 Senior Vice President, FA Division Manager @ SunTrust Investment Services, Inc.

2006 - 2014 Director @ Merrill Lynch
2002 - 2005 Associate Director @ Merrill Lynch
1997 - 2002 Financial Advisor @ Merrill Lynch
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1999 - 2001 Resident Director @ Merrill Lynch
1985 - 1997 Private - Gunnery Sergeant @ Marine Corps Recruiting

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Greg Costello Education

University of Maryland University College

Greg Costello Skills

Series 7
Investments
Wealth Management

Series 63
Mutual Funds
Asset Allocation
Alternative Investments
Retirement Planning
Portfolio Management
Asset Management

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Greg Costello Summary

Greg Costello, based in Chattanooga, TN, US, is currently a Complex Manager, Senior Vice President, Investments at Raymond James. Greg Costello brings experience from previous roles at Wells Fargo Advisors, SunTrust Investment Services and Merrill Lynch. Greg Costello holds a University of Maryland University College. With a robust skill set that includes Series 7, Investments, Wealth Management, Series 63, Mutual Funds and more. Greg Costello has 2 emails and 1 mobile phone numbers on RocketReach.

Greg Costello Emails

Found 2 emails

Greg Costello Phone Numbers

Found 6 phone numbers

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Founder and President at Raymond James

Columbus, OH, US
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Saint Petersburg, FL, US
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Mercedes van Woerkom

COO and MD-Equity Research at Raymond James

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Al Caudullo

Chief Operating Officer - Asset Management Services at Raymond James

Florida, United States
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Taylor Jordan

Chief Operating Officer, Healthcare Investment Banking at Raymond James

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Stephen Kruchten

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