Rick Gledhill, RCCRegional Business Consultant
800-347-3539 x 2
Territories: Arkansas, Louisiana, Mississippi, New Mexico, Oklahoma, Texas
Years in industry: 23
Licenses and Certifications: Series 7, 63, 65, Texas Life, Accident & Health, Registered Corporate Coach (RCC)
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.