Cfp Brian Greco Email & Phone Number | Brian received his B.A. and M.B.A. from Mississippi State University with an educational focus on Economics. He leverages his knowledge of Economics and makes a concerted effort to stay up to date on the latest business and economic news and data in order to gain key insights into the marketplace and make thoughtful fact-driven investment decisions. Brian began his career in Finance at Raymond James Financial where he worked in the Alternative Investments department and attained his Series 7 license. At Raymond James, he acquired investment knowledge in a niche part of the industry tailored to high net worth clients. Before coming to Accurate, he also gained his Florida Life, Health, and Annuity license. In addition, he has his Series 65 license making him a fully licensed advisor. With a wide array of knowledge and experience, Brian plays a vital role in wealth management at Accurate. Building collaborative relationships with investment managers and advisors to develop a deep understanding of each advisory practice and their clients and the investment tools at their disposal. He uses that comprehension to implement tailored portfolio solutions that align with each client's investment goals and unique financial circumstance. This helps advisors and clients improve their portfolio construction and capital allocation decisions.

Cfp Brian Greco

Brian received his B.A. and M.B.A. from Mississippi State University with an educational focus on Ec...
Greater Tampa Bay Area, Greater Tampa Bay Area, United States

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Cfp Brian Greco’s Email bgreco@iaac.com

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Cfp Brian Greco’s Location Greater Tampa Bay Area, Greater Tampa Bay Area, United States

Cfp Brian Greco’s Current Industry Accurate Advisory Accurate Wealth Management International Assets Advisory

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Work Experience

Accurate Advisory

CERTIFIED FINANCIAL PLANNER™

2021-04-01 00:00:00 - Present

Accurate Wealth Management

Senior Wealth Advisor & Portfolio Strategist

2019-12-01 00:00:00 - Present

International Assets Advisory

Registered Representative

2019-06-01 00:00:00 - Present

Raymond James

Alternative Investments Operations Analyst

2017-03-01 00:00:00 - 2019-06-01 00:00:00

22squared

Marketing Analyst

2015-07-01 00:00:00 - 2017-03-01 00:00:00

Americans For Prosperity

Marketing Associate

2014-08-01 00:00:00 - 2015-05-01 00:00:00

Charles Koch Institute

Intern

2014-05-01 00:00:00 - 2014-08-01 00:00:00

The Reflector

Opinion Writer at The Reflector

2014-01-01 00:00:00 - 2014-05-01 00:00:00

Mississippi State University

Graduate Teaching Assisstant

2013-08-01 00:00:00 - 2014-05-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Cfp Brian Greco

Cfp Brian Greco is located at
Greater Tampa Bay Area, Greater Tampa Bay Area, United States

Cfp Brian Greco is a Brian received his B.A. and M.B.A. from Mississippi State University with an educational focus on Economics. He leverages his knowledge of Economics and makes a concerted effort to stay up to date on the latest business and economic news and data in order to gain key insights into the marketplace and make thoughtful fact-driven investment decisions. Brian began his career in Finance at Raymond James Financial where he worked in the Alternative Investments department and attained his Series 7 license. At Raymond James, he acquired investment knowledge in a niche part of the industry tailored to high net worth clients. Before coming to Accurate, he also gained his Florida Life, Health, and Annuity license. In addition, he has his Series 65 license making him a fully licensed advisor. With a wide array of knowledge and experience, Brian plays a vital role in wealth management at Accurate. Building collaborative relationships with investment managers and advisors to develop a deep understanding of each advisory practice and their clients and the investment tools at their disposal. He uses that comprehension to implement tailored portfolio solutions that align with each client's investment goals and unique financial circumstance. This helps advisors and clients improve their portfolio construction and capital allocation decisions.

Cfp Brian Greco currently works in the Accurate Advisory | Accurate Wealth Management | International Assets Advisory |

No Languages Available

Cfp Brian Greco has prior
experience in the following industries:
Raymond James | 22squared | Americans For Prosperity | Charles Koch Institute | The Reflector | Mississippi State University

Cfp Brian Greco has the following professional experience:
Accurate Advisory | Accurate Wealth Management | International Assets Advisory | Raymond James | 22squared | Americans For Prosperity | Charles Koch Institute | The Reflector | Mississippi State University

You can view Cfp Brian Greco’s LinkedIn profile at LinkedIn URL

Cfp Brian Greco’s work email
addresses are
bgreco@iaac.com

Accurate Advisory | Accurate Wealth Management | International Assets Advisory |

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