Rob Wick Email & Phone Number

Managing Associate @ Wealth Strategies

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Rob Wick Location

Evergreen, CO, US

Rob Wick Work

2025 - now Managing Associate @ Wealth Strategies
2023 - 2025 Managing Partner @ 5280 Retirement Group
2019 - 2025 Owner @ Wick Wealth Management

2017 - 2019 Regional Sales Manager @ Saybrus Partners
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2016 - 2017 New Business Development @ Saybrus Partners
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2013 - 2015 Marketing Consultant - Annuity Division @ Financial Independence Group
2009 - 2013 Regional Vice President @ The Fimark Group
2007 - 2009 Internal Wholesaler @ Lincoln Financial Group
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2007 - 2007 Inbound Rep @ Lincoln Financial Group

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Rob Wick Education

University of North Carolina at Charlotte
Bachelor's degree, Psychology and Finance (Psychology and Finance)
2004 - 2007
Appalachian State University
Western Carolina University

Palm Beach Atlantic University

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Rob Wick Skills

Broker-Dealer Compliance
Service Recovery
Relationship Building

Problem Solving
Customer Service
Critical Thinking
Communication
Business Relationship Management
Broker-Dealer Operations
Fixed Annuities

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Rob Wick Summary

Rob Wick, based in Evergreen, CO, US, is currently a Managing Associate at Wealth Strategies. Rob Wick brings experience from previous roles at 5280 Retirement Group, Wick Wealth Management and Saybrus Partners. Rob Wick holds a 2004 - 2007 Bachelor's degree, Psychology and Finance in Psychology and Finance @ University of North Carolina at Charlotte. With a robust skill set that includes Broker-Dealer Compliance, Service Recovery, Relationship Building, Problem Solving, Customer Service and more. Rob Wick has 3 emails and 2 mobile phone numbers on RocketReach.

Rob Wick Emails

Found 3 emails

Rob Wick Phone Numbers

Found 6 phone numbers

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