Greg Geegan, WMSManaging Director, Senior Vice President, Investments
Greg takes 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.
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. In 2009, he was nominated by Raymond James senior leaders to REP. magazine’s top 100 regional advisors list1.
His engineering background makes him a natural to conduct the product and research analysis 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.
He is highly sought after for his industry insight and financial advice, and has appeared on news programs such as FOX 13’s “Good Day Tampa Bay” and has spoken at the Raymond James 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 the top percentage of advisors within each respective company.
Greg is an honors graduate of the University of Florida and holds numerous securities, insurance and commodities licenses. He has also held a principal/supervisor’s license for more than 20 years.
He supports many philanthropic causes and organizations, and most recently worked with the Tampa Bay chapter of the American Cancer Society to raise funds for its Cattle Barons’ Ball. This event netted more than $1 million 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.
1 2009 Top 100 Regional Advisors were ranked by total client brokerage and advisory assets. Only advisors for whom a majority of assets correspond to retail clients were eligible for the list. Registered Rep utilized third-party research groups and broker/dealer nominations to compile the results.