Greg Wells

Financial Professional at Equitable Advisors

Role
Financial Professional at Equitable Advisors
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Greg Wells

Helping people is what Equitable Advisors is all about. We are a growing network of more…

Experience

  1. Financial Professional

    Equitable Advisors

    Jun 2020 — Present

    As an Equitable Advisors Financial Professional, Greg is dedicated to not only helping his clients build a secure financial future, but to also provide leadership and mentoring opportunities to his growing district of associates.Greg has surrounded himself with the resources and knowledge to help his clients develop and implement a sound financial strategy and has the blueprints for building a successful practice and team.

Education

  • Northeastern State University, OK

    Bachelors of Science (BS)

    1977 — 1981

Skills

  • Agency/Firm Building
  • Retirement Planning
  • Supervision
  • Mentoring
  • Financial Planning
  • Recruiting
  • Accountability
  • Leadership Development
  • Life Insurance Strategies
  • Coaching
  • Building a Fianncial Service Practice
  • Culture Building

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Greg Wells — Financial Professional at Equitable Advisors in Houston, TX, US | Unifers