Brian Greco, Advisor Operations Coordinator
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 a variety of investment knowledge in a part of the industry exclusive 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 and giving him a comprehensive knowledge base.
With a wide array of knowledge and experience, Brian plays a vital role in wealth management at Accurate. Building collaborative relationships with advisors, investment managers, and clients to develop a deep understanding of each advisory practice 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 in order to improve portfolio construction and capital allocation decisions.
Local: (813) 994-0984
Toll Free: (866) 241-8078
Fax: (813) 907-6738
2211 Ashley Oaks Circle
Wesley Chapel, FL 33544