Brian Greco, CFP®
Wealth Advisor
Brian has an MBA and Bachelor of Business Economics from Mississippi State University. Brian began his career in Finance at Raymond James Financial, where he worked in Alternative Investments. At Raymond James, he acquired a variety of investment skills and experience working with high-net-worth clients. At Accurate, as a Certified Financial PlannerTM Professional*, he provides comprehensive financial planning services to clients and advisors. Brian stays up-to-date on the latest investment and tax strategies as well as economic factors that contribute to retirement and financial planning success. In his free time, you can find him on the tennis court working on his game.
*The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.