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Brian Greco, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ at Accurate Advisory Group Inc., a company with 27 employees, based in Greater Tampa Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Brian Greco, Cfp®.
Brian Greco, Cfp® previously worked as Advisor Operations Coordinator at Accurate Advisory Group Inc. and Senior Wealth Advisor & Portfolio Strategist at Accurate Wealth Management. Brian Greco, Cfp® holds Master Of Business Administration (Mba), Business Administration And Management, General, 3.8/4.0 from Mississippi State University.
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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.Achieving the CFP® designation demonstrates my commitment to the highest standards of financial planning excellence. This rigorous certification process involves extensive education in key areas such as investment planning, retirement planning, estate planning, and tax strategies.The CFP® credential is awarded only to those who have completed a comprehensive curriculum, passed a challenging examination, and gained relevant professional experience. This rigorous training equips me with the expertise to provide holistic financial advice tailored to clients’ unique situations.As a CFP® professional, I adhere to a strict code of ethics and standards of practice, ensuring that I always act in the best interests of my clients. This level of professionalism and knowledge positions me as a trusted expert in the field, capable of delivering comprehensive, personalized financial solutions that align with clients’ goals and values.
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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.
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.
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.
Arlington, VA
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.
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.
Other employees you can reach at accurateadvisorygroup.com. View company contacts for 27 employees →
Mario Johnson
Colleague at Accurate Advisory Group Inc.
Tampa, Florida, United States, United States
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Robert Leone
Colleague at Accurate Advisory Group Inc.
Hialeah, Florida, United States, United States
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Leticia Hernandez
Colleague at Accurate Advisory Group Inc.
Greater Tampa Bay Area, United States
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Gaurav Tiwari
Colleague at Accurate Advisory Group Inc.
Bengaluru, Karnataka, India, India
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Sandra T.
Colleague at Accurate Advisory Group Inc.
Greater Tampa Bay Area, United States
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Joelle Giudice
Colleague at Accurate Advisory Group Inc.
Tampa, Florida, United States, United States
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Tyler Antonetti
Colleague at Accurate Advisory Group Inc.
Tampa, Florida, United States, United States
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Maddison Long
Colleague at Accurate Advisory Group Inc.
St Petersburg, Florida, United States, United States
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Griffin Carrow
Colleague at Accurate Advisory Group Inc.
Tampa, Florida, United States, United States
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Gus Gotsis
Colleague at Accurate Advisory Group Inc.
Zephyrhills, Florida, United States, United States
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Activities and Societies: MBA Case Competition Team E-CAB business presentations E-Commerce business competition
Activities and Societies: MBA case competition team
Quick answers generated from the profile data available on this page.
Brian Greco, Cfp® works for Accurate Advisory Group Inc..
Brian Greco, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ at Accurate Advisory Group Inc..
Brian Greco, Cfp® is based in Greater Tampa Bay Area, United States, United States while working with Accurate Advisory Group Inc..
Brian Greco, Cfp® has worked for Accurate Advisory Group Inc., Accurate Wealth Management, Raymond James, 22Squared, and Americans For Prosperity.
Brian Greco, Cfp®'s colleagues at Accurate Advisory Group Inc. include Mario Johnson, Robert Leone, Leticia Hernandez, Gaurav Tiwari, and Sandra T..
You can use AeroLeads to view verified contact signals for Brian Greco, Cfp® at Accurate Advisory Group Inc., including work email, phone, and LinkedIn data when available.
Brian Greco, Cfp® holds Master Of Business Administration (Mba), Business Administration And Management, General, 3.8/4.0 from Mississippi State University.
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