Year in Review
We have successfully completed another exciting year at Gregory Ricks & Associates. In 2019 we were able to create a strong team and positive culture at our office. This, of course, would not be possible without our loyal clients. As we move into 2020, we commit to continue to provide our clients – new and old – with the service they deserve.
2019 brought blessings both in and outside of the office. Take a look at some of our most memorable and enjoyable moments.
We opened two new offices in 2019 – Mandeville location located on Lonesome Road and our Gulfport location located on Lorraine Road. Adding new offices meant adding new members to our team…
We added three new Wealth Advisors to our team this year. They have already added great value to our firm!
We also hired a new marketing team!
Madison Lyons is our Marketing Coordinator. She focuses mainly on our in-office activities and events.
Monique Parker is our Design & Digital Media Coordinator. She is responsible for the design and creative on our digital platforms.
We added Hollie Travis to our team as Client Concierge for our Northshore location.
GRA hosted seven informational luncheons and twenty-one Wine, Wisdom & Food Experience™ Events in order to help increase the knowledge of Estate Planning, Investment Planning, Income Planning, Tax Efficient Planning, Health Care Planning and more!
With the help of Wine, Wisdom & Food Experience™ Event attendees, we were able to match their donations and give over $12,000 to nine local charitable organizations on the Gulf Coast.
In addition to our daily tasks and weekly events, members of our staff attended sixteen continuing education conferences and workshops in order to provide better service to our clients.
When we were all together again, our team held quarterly Team Training weekends to increase productivity and morale as well as build an office culture we are proud of.