01 Feb Dick Greco Joins The TSG Wealth Management Team as a Managing Director
We are pleased to announce that Dick Greco, an advisor with over 30 years of experience, has joined the TSG Wealth Management team.
A few years ago, Managing Partner, Mark Schulten, and Dick met during the planning stages of becoming a Wells Fargo Advisors Financial Network office. During The Schulten Group transition to TSG Wealth Management, Dick, who had previously transitioned to the Wells Fargo independent channel, Wells Fargo Advisors Financial Network, made himself available for insight on how the independent channel worked and to answer any questions that came up during this transition. As the relationship blossomed, Greco recalls, “I have to admit, I was very impressed with his operations.”
Early in 2019, Dick sold hist agency side of the practice so he could spend more time servicing his clients. He recognized that managing one of Wells Fargo Advisors Financial Network’s largest offices was taking up a tremendous amount of my time and he couldn’t focus on those he wanted to help most. After selling the agency part of his practice, he immediately thought of Mark and TSG Wealth Management.
As Mark and Dick discussed how they could work together, Mark saw an opportunity to have Dick help expand TSG and asked if he would be interested in opening an office in Orange County. After a number of conversations and consideration, Dick decided to take the opportunity to join TSG Wealth Management and says “The quality of this group is remarkable.”
Dick is thrilled to offer the same level of service to his clients they’ve become accustomed to along with his attention to details. His move to join TSG means his clients won’t notice any changes, other than TSG Wealth Management logo. By staying with the Wells Fargo Advisors Financial Network there will be no changes to client accounts or holdings with Wells Fargo Advisors. But of course, Dick knows that any future changes, more than anything, should lead to an improvement in his client services.
“I look forward to continue to bring to you the service you all expect in this new chapter of my business career.”
The new office will be located at 18800 Von Karman, Suite 100, Irvine, CA 92612 once the office opens in late February. For now, Dick is working out of the Long Beach headquarters. If you are interested in learning more about TSG Wealth Management please visit our homepage at www.tsgwm.com.