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Address:

  • Memphis, TN
  • 949 S. Shady Grove Rd., Suite 300
  • 901.767.5951
  • Franklin, TN
  • 830 Crescent Center Drive, Suite 450
  • 615.778.3233
  • Knoxville, TN
  • 9729 Cogdill Road, Suite 111
  • 865.769.8008
  • Birmingham, AL
  • 1101 22nd St. South
  • 205.933.0871
  • Little Rock, AR
  • 10801 Executive Center Drive, Suite 201
  • 501.224.3677

Phone:

Gary Frazier, CLU®

Gary Frazier, CLU®

Financial Services Executive/Advanced Markets Consultant

Domicile State: TN

Address:

Strategic Financial Partners

949 South Shady Grove Rd., Suite 300

Memphis, Tennessee 38120

 

 

 

1998 – PRESENT

Associate dealing with complicated estate and business planning for closely held family businesses and their principals, key executives and their families. This involves, but is not limited to generational and charitable planning, executive benefits, business continuation issues and related estate planning. Integration and coordination of all these areas is essential and his experience and background bring creative and comprehensive solutions to the process.

 

 

1976 – 1998

President/CEO, Capital Management Group, San Jose, CA

 

 

MEMBERSHIPS AND DESIGNATIONS

Million Dollar Round Table (Life & Qualifying Member)

Society of Financial Service Professionals

Memphis Estate Planning Council

Chartered Life Underwriter CLU®

Investment Advisory Representative (IAR)

 

 

EDUCATION

United States Military Academy at West Point

B.S. Engineering

 

 

AR Insurance License Number 1627083

Domiciled in TN, CA Insurance License Number 0519809

 

Phone 901.767.5951
Fax 901.767.8185
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck