Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma®

Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma® Email and Phone Number

Financial Advisor at Baird Retirement Management @ Baird Retirement Management
Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma®'s Location
Greater Houston, United States, United States
About Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma®

My colleagues and I at Baird Retirement Management provide dedicated retirement planning and investment services to oil & gas professionals in the Houston area. Our planning strategies are based on years of experience working with energy professionals, company-specific knowledge of retirement plans, and Baird’s industry leading research. Our unique focus allows us to give in-depth analysis customized to the retirement needs of employees at specific companies in Houston’s energy corridor.My team, The Ashcroft Pesek Group, works primarily with ExxonMobil retirees. Our focus in working with ExxonMobil retirees is to maximize the benefits they receive through the company’s various retirement programs and to create financial plans that provide sustainable income over the retiree’s lifetime. Specifically, we assist clients with distributions from the ExxonMobil Savings Plan, analyze pension options, and consult clients on net unrealized appreciation decisions. We also ensure that restricted awards, options, and executive compensation are addressed in our comprehensive financial planning process.Neither my team nor Baird Retirement Management are endorsed or affiliated with ExxonMobil Corporation.

Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma®'s Current Company Details
Baird Retirement Management

Baird Retirement Management

View
Financial Advisor at Baird Retirement Management
Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma® Work Experience Details
  • Baird Retirement Management
    Financial Advisor
    Baird Retirement Management Jun 2015 - Present
    Houston, Texas, Us
    My colleagues and I at Baird Retirement Management provide dedicated retirement planning and investment services to oil & gas professionals in the Houston area. Our planning strategies are based on years of experience working with energy professionals, company-specific knowledge of retirement plans, and Baird’s industry leading research. Our unique focus allows us to give in-depth analysis customized to the retirement needs of employees at specific companies in Houston’s energy corridor.

Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma® Education Details

  • College For Financial Planning
    College For Financial Planning
    Personal Financial Planning
  • Texas A&M University
    Texas A&M University
    General

Frequently Asked Questions about Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma®

What company does Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma® work for?

Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma® works for Baird Retirement Management

What is Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma®'s role at the current company?

Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma®'s current role is Financial Advisor at Baird Retirement Management.

What schools did Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma® attend?

Greg Ashcroft, Ms, Cfa, Cfp®, Cpwa®,Cima®, Rma® attended College For Financial Planning, Texas A&m University.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.