Gregory Schink

Gregory Schink

LinkedIn
Founder at Praesidium Wealth Management at Raymond James
Email
Email **************
Phone
Phone Number **************
Company
Current Company Raymond James
Location
Location Detroit, Michigan, United States
lightning_bolt Market Research

Gregory Schink, CFP®


Founder, Praesidium Wealth Management



Professional Overview
Gregory Schink is the Founder of Praesidium Wealth Management, a boutique financial advisory firm in Detroit, Michigan. With over 15 years of industry experience, he specializes in comprehensive wealth management, portfolio construction, and fiduciary-based financial planning for high-net-worth individuals and families.

Experience Summary

Current Role
As the Founder of Praesidium Wealth Management, Gregory is responsible for overseeing all aspects of the firm's operations, including client relations, investment management, and business development. Under his leadership, Praesidium has established a reputation for delivering personalized, client-centric wealth management solutions tailored to each individual's unique financial goals and risk tolerance.

Career Progression
Prior to founding Praesidium, Gregory held various leadership roles within the financial services industry. He served as a First Vice President and Portfolio Advisor at Merrill Lynch, where he managed over $150 million in client assets and was recognized as a top financial advisor. Gregory also gained valuable experience as a Practice Management Development Coach, guiding financial advisors on best practices for client engagement and practice optimization.

Earlier in his career, Gregory worked as a Financial Advisor at Morgan Stanley and as an Adjunct Professor at Kansas State University, where he taught courses in personal finance and investment management.

Academic Background
Gregory holds a Bachelor's degree in Finance from Kansas State University. He is a Certified Financial Planner™ (CFP®) professional, a designation that requires extensive education, experience, and a commitment to fiduciary responsibility.

Areas of Expertise
  • Comprehensive wealth management and financial planning

  • Portfolio construction and asset allocation

  • Retirement planning and income strategies

  • Tax-efficient investment strategies

  • Estate and legacy planning

  • Philanthropic advisory services


Professional Impact
Throughout his career, Gregory has been recognized for his contributions to the financial services industry. He has been a featured speaker at industry events, sharing his insights on wealth management best practices and client service excellence. Gregory's commitment to providing exceptional client service has earned him numerous accolades, including being named a top financial advisor by industry publications.

Conclusion
With his wealth of experience, technical expertise, and unwavering dedication to his clients, Gregory Schink is well-positioned to continue driving the growth and success of Praesidium Wealth Management. As a trusted financial advisor, he is committed to helping his clients achieve their long-term financial goals and secure their financial futures.
live_help_icon Frequently Asked Questions about Gregory Schink
pointer_icon
What company does Gregory Schink work for Raymond James? Gregory Schink works for Raymond James
pointer_icon
What is Gregory Schink's email address? Gregory Schink's email address is **********
pointer_icon
What is Gregory Schink's role at Raymond James? Gregory Schink's role at Raymond James is Founder at Praesidium Wealth Management
Browse SuperAGI Directories
agi_contact_icon
People Search
agi_company_icon
Company Search
AGI Platform For Work Accelerate business growth, improve customer experience & dramatically increase productivity with Agentic AI