Gary is a seasoned investment advisor with a proven track record, high energy and a lengthy successful career helping clients build wealth, understand market conditions and secure financial independence. He has 30+ years of brokerage management and client services experience with a clean U4 and currently serves as an industry arbitrator for FINRA. Gary has always been active in his local business and social communities, dedicating his time and experience to serve on many Boards of Directors to help shape the future of organizations and their value to our community. He has served on the boards of: • Florida Symphony• Florida Grand Opera• Miami City Ballet• Urban League of New Haven County• Congregation Beth El-Keser Israel• Better Business Bureau of New Haven, CT
Listed skills include Retirement Planning, Asset Allocation, Equities, Securities, and 10 others.