Stephen Greco

Stephen Greco Email and Phone Number

Founder and CEO, Pandora Wealth, Inc @ Pandora Wealth, Inc.
Stephen Greco's Location
Greater Chicago Area, United States, United States
Stephen Greco's Contact Details

Stephen Greco personal email

n/a
About Stephen Greco

I lead a firm that helps advisors focus on what they actually love in the wealth management space: Building deeper relationships with their clients by helping them off-shed operations, trading and compliance.

Stephen Greco's Current Company Details
Pandora Wealth, Inc.

Pandora Wealth, Inc.

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Founder and CEO, Pandora Wealth, Inc
Stephen Greco Work Experience Details
  • Pandora Wealth, Inc.
    Chief Executive Officer
    Pandora Wealth, Inc. Jul 2024 - Present
    Oakbrook Terrace, Illinois, Us
    View
  • Spotlight Asset Group
    Chief Executive Officer
    Spotlight Asset Group May 2017 - Jun 2024
    Spotlight Asset Group sees a need in the Investment Industry to bring forth a solution that will help clients bring total clarity to their overall financial situation. Our team is dedicated to our Three Guiding Principles of Transparency, Technology, and Total Wealth. We have a flat fee structure which is very easy to understand. Spotlight also utilizes the latest technology to give clients 24/7 access to their updated financial plan and all of their accounts whether they are managed by Spotlight or not. Lastly, we have a team of professionals that can help advise clients in all aspects of their financial life. Spotlight Asset Group has doubled in assets under management in each of the last two years and as of January 2020 they had approximately $400M in Assets Under Management thru their 8 offices across the United States.
  • Creative Planning, Inc.
    Director Of Wealth Management
    Creative Planning, Inc. Sep 2013 - Mar 2017
    Overland Park, Kansas, Us
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  • Wealthquest Corporation
    Wealth Management Advisor
    Wealthquest Corporation Apr 2011 - Sep 2013
  • Td Ameritrade
    Branch Manager
    Td Ameritrade Oct 2006 - Apr 2011
    Omaha, Ne, Us
    View

Stephen Greco Skills

Wealth Management Investments Financial Planning Asset Allocation Strategic Financial Planning Mutual Funds Estate Planning Investment Advisory Investment Management Series 7 Financial Services Securities Series 63 Portfolio Management Asset Management Retirement Planning Investment Strategies Wealth Management Services Risk Management Wealth Finance Series 24 401k Financial Advisory Uniform Combined State Law Finra Series 65 Alternative Investments Equities Fixed Income Fixed Annuities Bonds Financial Planners Options Retirement Etfs Iras High Net Worth Individuals Trading Relationship Management

Stephen Greco Education Details

  • University At Buffalo
    University At Buffalo
    Psychology

Frequently Asked Questions about Stephen Greco

What company does Stephen Greco work for?

Stephen Greco works for Pandora Wealth, Inc.

What is Stephen Greco's role at the current company?

Stephen Greco's current role is Founder and CEO, Pandora Wealth, Inc.

What is Stephen Greco's email address?

Stephen Greco's email address is s.****@****att.net

What is Stephen Greco's direct phone number?

Stephen Greco's direct phone number is +120644*****

What schools did Stephen Greco attend?

Stephen Greco attended University At Buffalo.

What skills is Stephen Greco known for?

Stephen Greco has skills like Wealth Management, Investments, Financial Planning, Asset Allocation, Strategic Financial Planning, Mutual Funds, Estate Planning, Investment Advisory, Investment Management, Series 7, Financial Services, Securities.

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