Advisory Services Since 1933

CONNECT

Address:

949 South Shady Grove Rd, Ste 300
Memphis, TN 38120

Phone:

901.767.5951

Gary Frazier, CLU®

Gary Frazier, CLU®

Financial Services Executive/Advanced Markets Consultant

Domicile State: TN
California Insurance License #: 0519809
Arkansas Insurance License #: 1627083

Strategic Financial Partners

949 South Shady Grove Rd., Suite 300

Memphis, Tennessee 38120

Phone: 901.767.5951

gfrazier1@strategicfinancialpartners.com

 


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 Advisor Representative (IAR)

 

Education

United States Military Academy at West Point

B.S. Engineering

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck