Senior Investment Advisor Representative
Current
Oct 2016 - Present
AeroLeads people directory · profile
Gavin Mcnally, Cfp® Email & Phone Number
Your Resource For Trusted Financial Advice | Fiduciary | Investment Management | Wealth Management
at
PRIMORIS Wealth Advisors, LLC
1 work email found
@primoriswealthadvisors.com
10 phones found area 212, 561, 813, 917, 512, and 904
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Your Resource For Trusted Financial Advice | Fiduciary | Investment Management | Wealth Management
Location
North Palm Beach, Florida, United States
Who is Gavin Mcnally, Cfp®? Overview
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Quick answer
Gavin Mcnally, Cfp® is listed as Your Resource For Trusted Financial Advice | Fiduciary | Investment Management | Wealth Management at PRIMORIS Wealth Advisors, LLC, based in North Palm Beach, Florida, United States. AeroLeads shows a work email signal at primoriswealthadvisors.com, phone signal with area code 212, 561, 813, 917, 512, 904, and a matched LinkedIn profile for Gavin Mcnally, Cfp®.
Gavin Mcnally, Cfp® previously worked as Senior Investment Advisor Representative at Primoris Wealth Advisors, Llc and Vice President / Private Banker at J.P. Morgan. Gavin Mcnally, Cfp® holds Bachelor’S Degree, Business Administration from University Of Florida - Warrington College Of Business.
Company email context
Email format at PRIMORIS Wealth Advisors, LLC
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*@primoriswealthadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Gavin Mcnally, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Gavin Mcnally, Cfp®
My passion is to provide customized financial solutions to my clients that are specifically tailored to meet their family’s goals and aspirations. If you are looking for a financial advisor that truly has your best interest at heart, connect with me through LinkedIn, call me at (561) 268-2314, or simply email me at gm@primoriswealthadvisors.com. Outside of work you will find me working on classic automobiles, playing golf, or spending time with my wife, two daughters, and two dogs.Focus Areas: Investment Management, Financial Planning, Retirement Planning, College Funding, 401K Plans, Simple Plans, SEP IRAs, Traditional and ROTH IRAs, Portfolio Construction, Separately Managed Accounts (SMAs) ***************************************************************************************************************PRIMORIS Wealth Advisors, LLC is an independent, privately owned investment management firm. As registered investment advisors, our primary service is to provide high quality, objective portfolio management services in accordance with each clients’ goals, objectives, and risk tolerance levels.We provide discretionary investment management services on a fee-only basis, without the conflict of interest inherent to a commission-based account. The firm was created by John Catalfamo and Raymond Eaton. Both partners have extensive backgrounds in their respective fields. Mr. Catalfamo as an investment banker and division manager of a national brokerage firm. And Mr. Eaton as a well established tax and financial consulting practitioner.PRIMORIS' investment management services provide investors with an advisory resource guided by the principles of professionalism, objectivity, integrity and personal service.We are dedicated to providing superior services to a sophisticated client base that understands, appreciates and respects the operating style of a private, independent and objective investment management firm.
Listed skills include Investments, Wealth Management, Banking, Series 63, and 23 others.
Current workplace
Gavin Mcnally, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Gavin Mcnally, Cfp® work experience
A career timeline built from the work history available for this profile.
Vice President / Private Banker
Jan 2014 - Jul 2016
Banker Associate
Jun 2010 - Jan 2014
Business Banker
Jan 2009 - Jun 2010
Business Banker
Jun 2006 - Nov 2008
Branch Manager
Wachovia Bank
Oct 2003 - Jun 2006
1 education record
Gavin Mcnally, Cfp® education
FAQ
Frequently asked questions about Gavin Mcnally, Cfp®
Quick answers generated from the profile data available on this page.
What company does Gavin Mcnally, Cfp® work for?
Gavin Mcnally, Cfp® works for PRIMORIS Wealth Advisors, LLC.
What is Gavin Mcnally, Cfp®'s role at PRIMORIS Wealth Advisors, LLC?
Gavin Mcnally, Cfp® is listed as Your Resource For Trusted Financial Advice | Fiduciary | Investment Management | Wealth Management at PRIMORIS Wealth Advisors, LLC.
What is Gavin Mcnally, Cfp®'s email address?
AeroLeads has found 1 work email signal at @primoriswealthadvisors.com for Gavin Mcnally, Cfp® at PRIMORIS Wealth Advisors, LLC.
What is Gavin Mcnally, Cfp®'s phone number?
AeroLeads has found 10 phone signal(s) with area code 212, 561, 813, 917, 512, 904 for Gavin Mcnally, Cfp® at PRIMORIS Wealth Advisors, LLC.
Where is Gavin Mcnally, Cfp® based?
Gavin Mcnally, Cfp® is based in North Palm Beach, Florida, United States while working with PRIMORIS Wealth Advisors, LLC.
What companies has Gavin Mcnally, Cfp® worked for?
Gavin Mcnally, Cfp® has worked for Primoris Wealth Advisors, Llc, J.P. Morgan, Citi, Jpmorgan Chase, and Wachovia Bank.
How can I contact Gavin Mcnally, Cfp®?
You can use AeroLeads to view verified contact signals for Gavin Mcnally, Cfp® at PRIMORIS Wealth Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Gavin Mcnally, Cfp® attend?
Gavin Mcnally, Cfp® holds Bachelor’S Degree, Business Administration from University Of Florida - Warrington College Of Business.
What skills is Gavin Mcnally, Cfp® known for?
Gavin Mcnally, Cfp® is listed with skills including Investments, Wealth Management, Banking, Series 63, Series 7, Credit, Securities, and Portfolio Management.
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