Rick GledhillRegional Business Consultant
800-347-3539 x 2
Territories: Louisiana, New Mexico, Oklahoma, Texas
Years in industry: 22
Licenses and Certifications: Series 7, 63, 65, Texas Life, Accident & Health
Education: Bachelor of Science, Human Resources and Society from Michigan State University
Born and raised in the Detroit area, Rick began his career in financial services in the mid-1990s as an independent advisor with American Express and IDS Life. He transitioned his practice and spent the next 20 years with Morgan Stanley and Merrill Lynch, where he served in several roles in the areas of field leadership, advisor training, and business consulting. He eventually settled in Texas, where he spent the last 12 years as a practice management consultant, helping financial advisors build, manage, and grow their businesses.
He is a certified coach versed in several team-building, behavioral-performance, and personality instruments. This breadth of experience, combined with his passion for learning and working with entrepreneurs, helps him to better support advisors with today's challenges as they strive to optimize their practices and help their clients reach their financial goals.
Following the global financial crisis, Rick became interested in behavioral finance and expanded his knowledge beyond the traditional asset-allocation methods. He joined Flexible Plan Investments in January 2018.
Rick and his wife, Tracey, live in the Dallas area with their two sons, Jordan and Evan. He enjoys travel, coaching, and keeping up with his boys' sports.
DEDICATED INTERNAL SALES TEAM
Provide advisors with document assistance, identify portfolio options for advisors and their clients, and offer regular webinars and seminars to help advisors build their practices
Internal Business Consultant248-642-6640 Ext. 146
Brandon has been part of the Flexible Plan team since 2013.
Contact Brandon to schedule a meeting with Rick.
Advisor Administration Manager248-642-6640 Ext. 171
Barb has been part of the Flexible Plan team since 2000.
Contact Barb for answers on investment platforms and their required paperwork for new client accounts.
Manager Client Services248-642-6640 Ext. 131
Laurie has been part of the Flexible Plan team since 1993.
Contact Laurie if you have service or billing questions about your existing client accounts.