Greg Stokes, J.D. CFP®
Managing Partner at Stokes Family Office- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
New Orleans, Louisiana, United States, US
Languages
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Spanish -
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Credentials
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CERTIFIED FINANCIAL PLANNER™
CFP BoardSep, 2015- Oct, 2024 -
Attorney
State Bar of CaliforniaDec, 2012- Oct, 2024
Experience
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Stokes Family Office
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United States
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Investment Management
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1 - 100 Employee
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Managing Partner
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Jan 2023 - Present
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Principal and Head of Innovation
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Jul 2019 - Present
Based in New Orleans and advising clients across the nation, Stokes Family Office is a wealth management practice, servicing the needs of high net worth families and institutions. Since 1987, our Principals have provided straightforward, pragmatic advice to successful families and institutions seeking financial clarity. We provide:**Financial Planning**Portfolio Construction**Tax and Estate Planning**ERISA 3(21) or 3(38) Fiduciary to 401(k) as well as other Retirement Plan TrusteesTo learn more, please visit us at www.stokesfamilyoffice.com Show less
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Principal
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Jul 2019 - Present
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Financial Advisor
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Jan 2013 - Jul 2019
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Hewlett-Packard
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United States
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Information Technology & Services
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300 - 400 Employee
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Tax Department
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Jun 2011 - Dec 2012
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Cymer
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United States
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Semiconductor Manufacturing
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700 & Above Employee
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Legal
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Aug 2010 - Dec 2010
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Education
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2009 - 2012
University of San Diego School of Law
JD, cum laude -
2005 - 2009
Texas Christian University - M.J. Neeley School of Business
BBA, Finance
Community
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