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Gary Hicks

Vice President Trust Officer at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Chemical Bank</span>

Intro Book

Seasoned financial professional with 30+ years of experience in banking, trust administration, and wealth management.

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Location

Traverse City, Michigan, United State...

Languages

English -

Skills

Banking
Personal Trust Administration
Estate Planning
Financial Planning
Wealth Management
Portfolio Management
Investment Management
Consumer Lending
Asset Management
Retail Banking
Operations Management
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Gary Hicks has over 30 years of experience in banking and wealth management, which is a significant amount of time. He has held various leadership positions, including Vice President at Chemical Bank, FIM Group, and Northwestern Bank. He has also co-managed multi-million dollar investment portfolios, which requires a high level of expertise. Location is Traverse City, MI, which is not a major financial hub, but still a significant market. Financial professionals with his level of experience, especially in banking and wealth management, typically charge higher rates. Maybe around $150–$250 per hour? But considering his extensive experience and leadership positions, maybe higher. Some top financial professionals in similar roles can charge $300–$500 per hour. Let’s check averages. Financial professionals with his background might average $200–$300. So I’ll estimate around $225}

Bio

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Topline AI

Gary Hicks is a seasoned financial professional with over 30 years of experience in banking, trust administration, and wealth management. He has held various leadership positions, including Vice President at Chemical Bank, FIM Group, and Northwestern Bank, and has co-managed multi-million dollar investment portfolios. Gary holds a Master's degree in Administration from Central Michigan University and a Bachelor of Arts in Political Science and Government from Wayne State University. He is also a Certified Financial Planner (CFP) and Certified Trust and Financial Advisor (CTFA).

Credentials

CFP - Certified Financial Planner

College of Financial Planning
CTFA - Certified Trust and Financial Advisor

American Bankers Association

Experience

Chemical Bank
- Traverse City MI
- Vice President Trust Officer
  - Mar 2018 - Dec 2021
  - Traverse City MI
FIM Group
- Traverse City MI
- Financial Advisor
  - Dec 2016 - Mar 2018
  - Traverse City MI
  Financial planning and investment management to assist clients in achieving their financial success.
State Savings Bank
- Traverse City MI
- Senior Vice President / Investment Advisory Services
  - Jan 2015 - Dec 2016
  - Traverse City MI
  I was part of a team of four challenged with the establishment of a trust department within the bank. Recommended investment strategy to clients to help them achieve their financial objectives.
Northwestern Bank
- Vice President / Trust Officer
  - Jan 2000 - Jan 2015
  Co-managed an $110 million investment portfolio, 260 investment accounts. Participated in department fee and account servicing review, leading to increased department profitability. Initiated account profiling and client retention initiatives. Part of a team that increased Assets Under Managem...
Empire National Bank
- Traverse City MI
- Vice President / Trust Officer
  - Jan 1985 - Jan 2000
  - Traverse City MI
  Managed a $50 million investment portfolio, 220 investment accounts. Involved in all aspects of client relationships, including sales, portfolio allocation and account retention. Part of a team that increased Assets Under Management from $150 million in 1993 to $500 million in 2000. Prior to t...
National Bank of Detroit
- Detroit MI
- Senior Assistant Office Manager
  - Jan 1978 - Jan 1985
  - Detroit MI

Education

Central Michigan University
Wayne State University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Gary Hicks

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate