Gary Frazier

Financial Services Executive/Advanced Markets Consultant
CLU®
Frazier_Gary

About Me

1998 – Present

Associate dealing with complicated estate and business planning for closely held family businesses and their principals, key executives and their families. This involves, but is not limited to generational and charitable planning, executive benefits, business continuation issues and related estate planning. Integration and coordination of all these areas is essential and his experience and background bring creative and comprehensive solutions to the process.

1976 – 1998

President/CEO, Capital Management Group, San Jose, CA

Memberships and Designations

  • Million Dollar Round Table (Life & Qualifying Member)
  • Society of Financial Service Professionals
  • Memphis Estate Planning Council
  • Chartered Life Underwriter (CLU®)
  • Investment Advisor Representative (IAR)

Professional Qualifications

  • United States Military Academy at West Point
  • B.S. Engineering

Contact Me

Strategic Financial Partners

949 South Shady Grove Rd., Suite 300

Memphis, Tennessee 38120

Phone: 901.767.5951

gfrazier1@strategicfinancialpartners.com

California Insurance License #: 0519809
Arkansas Insurance License #: 1627083

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