Greg Geegan, WMSManaging Director, Senior Vice President, Investments
For more than 30 years, Greg has been providing clients with customized and detailed financial advice. Greg believes in taking a holistic view of each client’s total financial life that encompasses not only investment management, but essential issues such as liability management, tax planning, cash flow needs and estate review. As no two individuals are the same, Greg believes that providing individually tailored portfolio strategies are paramount in today’s “one size fits all” financial world.
A veteran of the financial services industry, he began his career in 1987 and shortly thereafter joined Shearson Lehman Hutton in St. Petersburg. After moving his practice to Tampa in 1990, he enjoyed a long tenure with Citigroup/Smith Barney. In 2008, he joined longtime colleagues Janet Nichols and T.J. King to form Nichols, Geegan and King Family Wealth Advisors. Just recently Greg and his business partners relocated their practice to the Carillon branch within Raymond James’ international headquarters.
His engineering background makes him a natural to conduct the product analysis and research for the team. He dedicates a large percentage of his time each week to examining analytical reports, meeting with portfolio managers and specialists, and comparing and contrasting investment portfolios. Much of his research deals with the quantitative aspects and the risk management component of portfolio construction.
Greg is highly sought after for his industry insight and has appeared on the evening news numerous times, as well as other local programs such as FOX 13’s “Good Day Tampa Bay.” In addition, he has also been asked to speak at the Raymond James’ national Summer Development Conference. Greg has consistently been recognized by Raymond James, as well as his prior firm, as a club-level advisor, a distinction reserved for advisors within each respective company. In 2017 Greg was asked to be one of a handful of advisors to sit on the newly formed Tampa Bay Advisory Council. This council was established to review and provide direction for Raymond James in the local Tampa Bay market. Raymond James’s senior leaders have recommended Greg for a number of the industry’s top advisor’s lists and just most recently Greg was honored to be named one of Florida’s 2018 Top Wealth Advisors as seen in Forbes.*
Greg is an honors graduate of the University of Florida and holds numerous securities, insurance and commodities licenses. He has also held a financial principal/supervisor’s license for 30 years.
Greg and his family support many philanthropic causes and organizations, and he recently worked with the Tampa Bay chapter of the American Cancer Society to raise funds for its Cattle Barons’ Ball. This event has netted several million dollars for the local chapter to support cancer research and programs benefiting Tampa Bay-area cancer patients.
A second-generation St. Petersburg native, Greg lives in downtown St. Petersburg with his wife, Diana, and son, Gannon. He is an avid outdoorsman and athlete, and enjoys sport fishing, running, tennis, weight training and hiking in the mountains of North Carolina. Greg also has a passion American classic and collector cars.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.