Greg Hicks in

Greg Hicks

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Vice President/Investments - Stifel at Stifel Financial Corp.
📍 Greater Tampa Bay Area, United States

A veteran of the financial services industry since 1987, Greg Hicks is a Vice President of Investments with Stifel. His practice concentrates on business services, including retirement plans and exit strategies, as well as private wealth management and family legacy planning. He is a graduate of the College of Santa Fe.

His career in financial advisory and wealth management spans across prominent firms including Merrill Lynch, AG Edwards, and Benjamin F. Edwards & Co.

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Experience
38 Years
Current Role
Vice President/Investments - Stifel
Location
Greater Tampa Bay Area, United States
Personality Overview

How Greg shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Greg cares about

Economic Insights
Frequently shares detailed economic reports and analysis, particularly concerning Fed policy and the outlook for the U. S. economy.
Retirement Planning
A core focus of both his business and private client services, indicating a deep expertise in long-term financial strategies for individuals and companies.
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Career

Work history

3-2021
Vice President/Investments - Stifel
Stifel Financial Corp.
5-2016 - 3-2021
Financial Advisor, Vice President - Investments
Benjamin F. Edwards & Co.
1-2000 - 5-2016
Wealth Management Advisor, Vice President, CRPC
Merrill Lynch Wealth Management, Bank of America Corporation
9-1996 - 1-2000
Financial Advisor
AG Edwards
7-1995 - 9-1996
Marketing Representative & Sales Manager
AXA, formerly Equitable
In the press

Media appearances

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Education
1984 - 1986
Education details unavailable
University of Florida
1983 - 1985
Associate's Degree/College Diploma
College of Santa Fe
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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