Stephen Greco's Location
Chicago, Illinois, United States
Stephen Greco's Work
- Chief Executive Officer @ Spotlight Asset Group, Inc.
- Director of Wealth Management @ Creative Planning
- Wealth Management Advisor @ Wealthquest
- Branch Manager @ TD Ameritrade
Stephen Greco's Education
- University at Buffalo
Bachelor of Arts (Psychology)
1996 - 2000
Stephen Greco's Skills
- Wealth Management
- Investments
- Financial Planning
- Asset Allocation
- Strategic Financial Planning
- Mutual Funds
- Estate Planning
- Investment Advisory
- Investment Management
- Series 7
Stephen Greco's Summary
Stephen Greco, based in Chicago, Illinois, United States, is currently a Chief Executive Officer at Spotlight Asset Group, Inc., bringing experience from previous roles at Creative Planning Inc., Wealthquest and Td Ameritrade. Stephen Greco holds a 1996 - 2000 Bachelor of Arts in Psychology @ University at Buffalo. With a robust skill set that includes Wealth Management, Investments, Financial Planning, Asset Allocation, Strategic Financial Planning and more, Stephen Greco contributes valuable insights to the industry. Stephen Greco has 3 emails on RocketReach.
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