Brian Greco, Cfp® Email & Phone Number

Wesley Chapel, Florida, United States

As a Certified Financial Planner (CFP) at I provide guidance to a team of 30 financial advisors, collectively managing over $1.2 billion in assets. My role is to provide strategic financial planning and investment advice, ensuring our clients achieve their financial goals with confidence.🔹 Expert Guidance:Recognized as an expert by both financial advisors and clients, I offer insights on complex financial matters, including retirement planning, tax strategies, and estate planning.🔹 Collaborative Approach:I thrive in a collaborative environment, working closely with advisors to develop comprehensive financial strategies that cater to diverse client needs. My goal is to empower our team to deliver exceptional value and service.🔹 Client-Centric Focus:In addition to supporting my colleagues, I manage my own portfolio of clients, cultivating strong relationships and providing tailored financial solutions that adapt to their evolving circumstances.🔹 Continuous Learning:I am passionate about staying ahead of industry trends and regulatory changes, ensuring that my advice is always relevant and informed.

Wesley Chapel

Investment Adviser Representative - Series 65Licensed Life, Health, and Annuity AgentRegistered Representative - Series 7Series 65

Tampa/St. Petersburg, Florida Area

Brian provides operational support for a specific set of alternative investment products throughout their entire life cycle including new product on-boarding, ongoing investment servicing, and on occasion, termination of investment support.Specifically, Brian guides Financial Advisors, and senior leadership in the resolution of complex problems and issues with regard to deep operational subject matter on a specific set of investments. A high level of expertise is required to appropriately support the products and the Financial Advisors who recommend them. Brian also supports operational due diligence efforts on funds on the Raymond James platform. Brian leverages Alternative Investments knowledge to conceptualize, plan, and execute a variety of process improvement initiatives that often involve several areas of the firm outside of PCG Investment Products.Summary of Duties:Interact with Raymond James Financial Advisors, senior leadership within both PCG Investment Products and Private Client Group, and management at alternative investment fund partners to troubleshoot service issues including, but not limited to, new investments, commission payments, pricing, client statements, and redemptions.Learn and employ basic technological concepts (e.g., data structures and database design) in order to work with Information Technology professionals in implementing process improvement and risk mitigation projects.Help run the operational infrastructure of Raymond James proprietary hedge fund and private equity funds. In addition, the individual may support operational due diligence efforts on funds on the Raymond James platform.Required to submit client investments to fund sponsors, conduct client suitability reviews on purchases, generate client trade confirms, update positions and valuations on client statements, pay Financial Advisor commissions, process redemptions, and maintain account performance details.

Tampa, Fl

Brian is currently a Marketing Analyst at 22Squared, one of the nation's top independent advertising agencies. 22Squared is based out of Atlanta and serves clients and brands such as Toyota, Publix, GNC, Mizuno, Buffalo Wild Wings, Baskin Robins, Home Depot, and American Standard. Brian joined 22Squared shortly after moving to Tampa, FL in 2015. At 22Squared Brian leverages his knowledge of the Google Analytics platform, tagging, data analytics, and marketing to provide key insights into marketing campaigns for clients of 22Squared. Brian digs through data to find insights around consumer behavior and reports his findings to the client. Brian takes on complex challenges in tagging and tracking customer journeys.Brian serves as the lead for tagging on the Publix account, managing tags, pixels, and Google Analytics. He is the point on developing tagging strategies and testing the tags in live, staging, and developmental areas for websites, mobile applications, and microsites. The tagging process is a vital part of measuring marketing efforts and ensuring data collection that ultimately leads to marketing optimizations and increased profitability.

Arlington, Va

The work I do is best described as project management of the Chief Marketing Officer of Americans for Prosperity. • Creation and distribution of an integrated strategic planning template used by 33 state chapters and all departments • Created and homogenized budgets for Marketing, Digital Marketing and Communications departments• Liaison between Finance and Marketing departments analyzing project and department budgets• Vendor liaison for crisis communications testing, brand/market research, marketing automation, and advertisement• Developed a crisis communications plan for a major event and crisis communications plan for the organization and field• Researched and coordinated implementation of HubSpot marketing automation and Domo metrics reporting platforms• Developed training and study regime for new hires to pass the Google Analytics Individual Qualification test• Attention to detail and consistent editing of marketing copy, emails, and identifying issues with the website’s functionality• Work closely with the design team to develop graphics for the website and event micro-sites as well as write associated copy• Numerous Optimizely A/B tests experiments, and analyses including a 32% improvement in Facebook likes• Report and present Optimizely, Google Analytics, and Domo metrics and results• Implemented Google Analytics tracking code on all 33 websites owned by Americans For Prosperity

Arlington, Va

Brian participated in researching and developing web marketing tactics which supported the organization's overall digital strategy. Brian also began serving in a support role to the CMO - developing strategic planning templates, communications plans, and assisting in various key departmental initiatives.

Arlington, Va

Participated in the Koch Internship Program where I participated in discussions, lectures, and workshops pertaining to Classical Liberalism and free-market economics.

Mississippi State University

I write about economics. The title of the column is "The Curious Task." The name comes from a quote by F.A. Hayek, "The curious task of economics is to demonstrate to men how little they really know about what they imagine they can design." While at first it can seem a little condescending, it is reference only to the fact that people so often miss what the unintended consequences of actions may be. I develop the articles in a manner which speaks to all students regardless of major. My goal is to educate students, in an engaging way, about economic philosophies and concepts.

I currently work as a graduate teaching assistant. I perform a variety of tasks such as ensuring the continuing function of the office, to help professors with research, to grade assignments, and to monitor class attendance.

Master Of Business Administration (Mba), Business Administration And Management, General, 3.8/4.0

Activities and Societies: MBA Case Competition Team E-CAB business presentations E-Commerce business competition

Bachelor Of Business Administration (Bba), Economics

Activities and Societies: MBA case competition team