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Richard K. Polson
Richard K. Polson
Consulting Group
Portfolio Manager / Financial Advisor
Financial Planning Specialist
300 North Greene Street
Suite 1700
Greensboro, NC 27401
tel: 336-271-4336
toll free: 800-456-0456
fax: 336-275-9214
Email Me
Welcome Associations Education Services Experience
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Associations
  • American Cancer Society Swing for a Cure
  • Greensboro Chamber of Commerce - Member
  • Greensboro Merchants Association (GMA)
  • Competitive Advantage Networking Group (CAN Group)
  • Choir Member
    Community Bible Church
    High Point, NC
  • Young Life
    Area Committee Volunteer
    High Point, NC
Education and Licensing
  • NFLPA Registered Player Financial Advisor
  • MBA - Executive Program, 2003
    The Babcock Graduate School of Management
    Wake Forest University
    Winston Salem, NC
  • BS - Agricultural Economics, 1993
    Virginia Tech
    Blacksburg, VA
  • Financial Planning Specialist Designation
  • Smith Barney Advisor Certified
  • GPM Certified
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health, Long Term Care & Variable Annuity Insurance Licensed
Services
  • Professional Portfolio Management
  • Exchange Traded Funds
  • Estate Planning
  • Retirement Planning
  • 401k Rollovers
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Endowments and Foundations
  • Alternative Investments
Business Experience
  • 2002 - Present: Morgan Stanley Smith Barney*
    Portfolio Manager / Financial Advisor
    Financial Planning Specialist
    Greensboro, NC
  • 2000 - 2002: Burlington Industries
    Merchandise Analyst
    Six Sigma Black Belt
    Greensboro, NC
  • 1993 - 2000: Burlington Industries
    Product Procurement
    Clarksville, VA
Bulletin Board
  • The finest compliment we can receive is a referral from our friends and clients.
Richard K. Polson is licensed in the following state(s): AZ, CA, CO, DE, FL, GA, KS, KY, LA, MA, MD, NC, NV, NY, SC, TN, TX, VA, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

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