Rick Proctor Email & Phone Number

Affiliate Partner @ Crescent Wealth Advisory

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Rick Proctor Location

United States

Rick Proctor Work

2022 - now Affiliate Partner @ Crescent Wealth Advisory
2013 - now Owner @ Lion Street
1992 - now President @ RHP Financial

2020 - 2022 Managing Partner @ Pinpoint Wealth Partners

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Rick Proctor Education

Dartmouth College
Bachelor of Arts - BA
Woodberry Forest School

Rick Proctor Skills

Business Planning
Insurance
Life Insurance

Estate Planning
Wealth Transfer Planning
Wealth Accumulation Planning

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Rick Proctor Summary

Rick Proctor, based in United States, is currently a Affiliate Partner at Crescent Wealth Advisory. Rick Proctor brings experience from previous roles at Lion Street, RHP Financial and Pinpoint Wealth Partners. Rick Proctor holds a Bachelor of Arts - BA @ Dartmouth College. With a robust skill set that includes Business Planning, Insurance, Life Insurance, Estate Planning, Wealth Transfer Planning and more. Rick Proctor has 2 emails and 4 mobile phone numbers on RocketReach.

Rick Proctor Emails

Found 2 emails

Rick Proctor Phone Numbers

Found 6 phone numbers

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Rick Proctor

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Rick Proctor

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Rick Proctor

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Rick Proctor

Sr. Staff Program Manager - New Product Development (Materials) at Seagate Technology

Denver, CO, US
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Rick Proctor

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Top Crescent Wealth Advisory Employees

Jeff Taylor

Founder and Principal at Crescent Wealth Advisory

Atlanta, GA, US
3
- crescentwealthadvisory.com
- mac.com
- crescentwealth.com
5
- 770431XXXX
- 404907XXXX
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Meridith Mimbs

Director of Private Client Services at Crescent Wealth Advisory

Atlanta, GA, US
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- crescentwealthadvisory.com
3
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Jim Nolan

Private Wealth Specialist at Crescent Wealth Advisory

Columbus, OH, US
4
- gmail.com
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- crescentwealthadvisory.com
2
- 614314XXXX
- 1.614314XXXX
John Endriss

Director of Advanced Case Design at Crescent Wealth Advisory

Atlanta, GA, US
2
- gmail.com
- crescentwealthadvisory.com
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- 678247XXXX
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Butch Smith

Owner at Crescent Wealth Advisory

Conway, SC, US
2
- yahoo.com
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Kirby Paulsen

Director of Client Relations at Crescent Wealth Advisory

Baton Rouge, LA, US
2
- gmail.com
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2
- 225751XXXX
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Steve Holbert

Affiliate Partner at Crescent Wealth Advisory

Birmingham, AL, US
3
- crescentwealthadvisory.com
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3
- 317806XXXX
- 205313XXXX
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Gwen Bundy

Advanced Case Manager at Crescent Wealth Advisory

Thomaston, GA, US
1
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