Rob Wick Email & Phone Number
Owner
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Rob Wick Location
- Evergreen, CO, US
Rob Wick Work
- Owner @ Wick Wealth Management (February 2019 - Present)
- Managing Associate @ Wealth Strategies (January 2025 - July 2026)
- Managing Partner @ 5280 Retirement Group (January 2023 - January 2025)
- Regional Sales Manager @ (December 2017 - February 2019)
- New Business Development @ (July 2016 - December 2017)
- Marketing Consultant - Annuity Division @ Financial Independence Group (August 2013 - February 2015)
- Regional Vice President @ The Fimark Group (August 2009 - March 2013)
- Internal Wholesaler @ Lincoln Financial Distributors (December 2007 - August 2009)
- Inbound Rep @ Lincoln Financial Distributors (June 2007 - December 2007)
Rob Wick Education
- University of North Carolina at Charlotte
Bachelor's degree (Psychology and Finance)
2004-2007 - Appalachian State University
- Western Carolina University
- Palm Beach Atlantic University
Activities and societies: Goalkeeper for the PBA soccer team
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
- Retirement Planning
- Investments
- Series 7
- Insurance
- Financial Advisory
- Strategic Financial Planning
- Financial Planning
- Life Insurance
- Series 6
- Retirement
- Sales Management
- Mutual Funds
- Series 63
- Strategic Planning
- Long-term Care
- Managing Associates
- Distributors
- Sports
- Long Term Care
- Independence
Rob Wick Summary
- Rob Wick, based in Evergreen, CO, US, is currently a Owner at Wick Wealth Management. Rob Wick brings experience from previous roles at Wealth Strategies, 5280 Retirement Group and Saybrus Partners. Rob Wick holds a 2004 - 2007 Bachelor's degree 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 2 emails and 2 mobile phone numbers on RocketReach.
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