Greg Hicks Email & Phone Number
Vice President and Investments - Stifel @ Stifel Financial Corp.
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Greg Hicks Location
- Florida, United States
Greg Hicks Work
- 2021 -now Vice President and Investments - Stifel @
- 2016 -2021 Financial Advisor, Vice President - Investments @
- 2000 -2016 Wealth Management Advisor, Vice President, CRPC @
- 1996 -2000 Financial Advisor @
- 1995 -1996 Marketing Representative and Sales Manager @
- 1992 -1995 NEA Agent and Owner @
- 1987 -1992 Financial Representative and Sales Manager @
Greg Hicks Education
- University of Florida 1984-1986
- College of Santa Fe
Associate's Degree/College Diploma
1983-1985 - Seminole High School 1981-1983
- Shorecrest Preparatory School 1978-1981
Greg Hicks Skills
- Private Foundations
- Insurance
- Valuation
- ETFs
- Investment Advisory
- Estate Planning
- Hedge Funds
- Wealth Management Services
- Portfolio Management
- Wealth Management
- 401k
- Marketing
- Microsoft Word
- Investments
- Cash Management
- Leadership
- Irrevocable Life Insurance Trusts
- Strategy
- Financial Analysis
- Mortgage Lending
- Succession Planning
- Credit
- Retirement Planning
- Small Business Financial Management
- Credit Cards
- Strategic Planning
- High Net Worth Individuals
- Management
- Lines of Credit
- CRPC
- Strategic Financial Planning
- Qualified Retirement Plans
- Financial Modeling
- Financial Services
- Charitable Gift Planning
- Asset Management
- Alternative Investments
- Fixed Income Strategies
- Small Business
- Private Banking
- Series 63
Greg Hicks Summary
- Greg Hicks, based in Florida, United States, is currently a Vice President and Investments - Stifel at Stifel Financial Corp.. Greg Hicks brings experience from previous roles at Benjamin F. Edwards & Co., Merrill Lynch Wealth Management, Bank of America Corporation, AG Edwards and AXA, formerly Equitable. Greg Hicks holds a 1984 - 1986 University of Florida. With a robust skill set that includes Private Foundations, Insurance, Valuation, ETFs, Investment Advisory and more. Greg Hicks has 2 emails on RocketReach.
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Sean McCarthy
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