Greg Grooms
Financial Consultant and Independent Branch Leader
- Role
- Independent Branch Leader at Charles Schwab
- Location
- Gainesville, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Independent Branch Leader
Nov 2016 — Present · Gainesville, FL, US
Education
Davidson College
B.A.
1987 — 1991
Skills
- Investment Advisory
- Strategic Financial Planning
- Series 24
- Wealth Management
- Retirement Planning
- Finance
- Mutual Funds
- Series 7
- 401k
- Retirement
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