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 has been 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 2020 Top Wealth Advisors as seen in Forbes*. With his recognition in 2020, that now makes for his third consecutive year of receiving this prestigious honor having also been a recipient in 2019 and 2018.
Greg is an honors graduate of the University of Florida and in addition to his General Securities (Series 7) license Greg holds his Investment Advisor (Series 65) license, Commodity and Futures license (Series 3), life insurance, health insurance and variable products licenses. Greg has also held his Principal/Supervisor’s (series 24) licenses for over 30 years.
Greg and his family support many philanthropic causes and organizations, and in the past has 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 for 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, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, 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 approximately 32,000 nominations, more than 4,000 advisors 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. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Raymond James Council (Club Level) Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.