Greg Richards
I am an Investment Advisor Representative and a Registered Representative with Kingswood U.S. I currently maintain six licenses, focusing on my fiduciary responsibilities for my clients. With 40 years of experience, I have earned the trust and respect as an investment professional. My expertise extends to diversifying portfolios by utilizing Deferred Sales Trust ™, Separately Managed Accounts (SMAs), and alternative investment sectors such as oil and gas, non-traded Real Estate Investment Trusts (REITs), Business Development Companies (BDCs), Private Placements, Delaware Statutory Trusts, and Opportunity Zones.
I became a member of the Estate Planning Team in 2016 and have successfully assisted clients who have exited from businesses or real estate by deferring their capital gains until a later date and creating an income based on their personal suitability.
I was born in Appleton, Wisconsin, and attended college at the University of Wisconsin Eau Claire. In 1984, I found my passion in the investment field, obtained my Securities/Insurance licenses, and have been servicing clients in Arizona as well as throughout the United States ever since.
In addition to my career, my wife Chery and I have four beautiful daughters and 13 grandchildren. In our spare time, we enjoy family and friend gatherings, traveling, motor sports, and sporting events. I currently office in Scottsdale, AZ.
What Is a 1031 Exchange?
Exit Strategies of the Rich and Famous
