Christine Ihrig Hicks

Vice President, Financial Advisor

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Christine Ihrig Hicks

MY MISSION STATEMENT

Helping clients like you achieve all of your retirement and investing goals

My Story and Services

Welcome

Christine began her Financial Services career in 2000 at Legacy PaineWebber which was acquired by UBS Financial Services. Prior to starting in the financial services industry, she managed a small business for many years.   

She joined Morgan Stanley* in 2008 where she is a Vice President Financial Advisor.  She focuses on helping clients define their goals, life expectations, cash flow needs and risk tolerance, and then helps them develop an investment strategy focused on their objectives.  

Christine and their team The Sarasota Bay Group focus their practice not only on personal accounts but also corporate retirement plans, retirement IRA rollovers as well as wealth transfer, business legacy planning, life insurance and annuities.

Christine is a native of Sarasota, Florida and enjoys spending time with her husband Scott, their sons Brady and Brent and their families.  She is a member of the Women’s Leadership Council of the Boys and Girls Clubs as well as an active member in the community. She currently holds her Series 7, 63, 31, Heath, Life & Variable Annuity licenses.

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Services Include

  • Alternative Investments
  • Annuities
  • Endowments and Foundations
  • Estate Planning Strategies
  • Fixed Income
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Trust Services*
  • Wealth Management

Securities Agent: AK, AR, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1282959


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

The Sarasota Bay Group

At the Sarasota Bay Group, we believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

If you would like to learn more about the Sarasota Bay Group, click on the link below to visit our team's website.

The Sarasota Bay Group - Website


Location

Location

  • 2 North Tamiami Trail, Ste 1100
  • Sarasota, FL 34236


    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Christine Ihrig Hicks today.

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