Penny Gordon Email and Phone Number
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Penny Gordon phone numbers
With over twenty years of experience in the Wealth Management industry, my focus is on providing high-quality, trustworthy financial advice and investment management to individuals, families, and business owners. I've been consistently recognized for my ability to deliver excellent customer service, I'm known as being a collaborative team player, and I'm an effective communicator committed to achieving high performance results based on relationships of mutual trust. Investments: Not A Deposit | Not Guaranteed By The Bank Or Its Affiliates Not FDIC Insured | Not Insured By Any Federal Government Agency | May Go Down In Value First Horizon Advisors is the trade name for wealth management products and services provided by First Horizon Bank and its affiliates. Investment management services and investments available through First Horizon Advisors, Inc., member FINRA, SIPC, and a subsidiary of First Horizon Bank.
First Horizon Advisors
View- Employees:
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Senior Financial Advisor, Cfp®️, Cap®️, Chfc®️First Horizon AdvisorsEast Berlin, Pa, Us -
Senior Financial Advisor, Cfp®️, Cap®️, Chfc®️First Horizon Advisors Nov 2021 - PresentMemphis, Tn, Us -
Svp - Portfolio Strategist Cfp®️, Cap®️, Chfc®️First Horizon Advisors Jul 2020 - Nov 2021Memphis, Tn, UsIBERIA Wealth Advisors, A Division of First Horizon Bank - I provide investment management solutions and financial planning advice to private clients and their families in our Ocean Reef and New York City offices. -
Svp - Portfolio Manager, Cfp®️, Cap®️, Chfc®️Iberiabank Mar 2018 - Nov 2021Lafayette, La, UsIBERIABANK Private Client - As a Portfolio Manager, I provide investment management solutions and financial planning advice to clients and their families in our Ocean Reef and New York City offices. -
Svp, Private Wealth AdvisorGibraltar Private Bank & Trust Feb 2013 - Jul 2020Lafayette, Louisiana, UsProvide comprehensive advisory, wealth management and planning solutions to clients and their families in South Florida and New York City. -
Svp, Private BankerGibraltar Private Bank & Trust Oct 2011 - Feb 2013Lafayette, Louisiana, UsRelationship Management of Ocean Reef clientele; Resident in York County Pennsylvania with frequent travel to Ocean Reef. -
Svp, Managing Director - Ocean ReefGibraltar Private Bank & Trust Jan 2006 - Oct 2011Lafayette, Louisiana, UsGibraltar Private Bank & Trust is a private bank and wealth management firm. In addition to offering comprehensive banking services to individuals and businesses, we address the needs of successful families who seek to make wealth a positive force in their lives and for future generations. We accomplish this by engaging our clients in a thoughtful planning experience that integrates their personal and financial needs and aspirations. This proprietary process, which we call Wealth & Well-Being, leads to dynamic strategies designed to serve our clients’ interests in a constantly evolving environment. Founded in 1994, Gibraltar Private has stayed true to its founder’s vision: devotion to each client’s goals and aspirations; extraordinary personal service; and objective advice. Guided by these principles, Gibraltar Private offers full private banking services, integrative wealth management solutions, and creative commercial and residential lending options – all crafted to incorporate the qualitative aspects of wealth. -
Vp, Private Banker - Ocean ReefGibraltar Private Bank & Trust Jan 2003 - Dec 2006Lafayette, Louisiana, Us -
Vp, Relationship Manager, Wealth Mgmt.Gibraltar Private Bank & Trust Aug 2000 - Dec 2002Lafayette, Louisiana, Us -
Citigold - Ocean Reef Club, Key Largo, FlCiti Mar 1997 - Jun 2000New York, New York, Us -
Citicorp Securities, Inc., 399 Park, NycCiti Aug 1990 - Jan 1996New York, New York, Us -
Gap YearCareer Break Jun 1985 - May 1986Cast A ‘85-‘86. China. Super Bowl XX Halftime performer in NOLA. A year that became a lifetime of memories with my beautifully diverse, international cast members.
Penny Gordon Skills
Penny Gordon Education Details
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Ithaca CollegeMusic/Theatre -
Florida Graduate Trust School -
The American College Of Financial ServicesFinancial Planning And Services
Frequently Asked Questions about Penny Gordon
What company does Penny Gordon work for?
Penny Gordon works for First Horizon Advisors
What is Penny Gordon's role at the current company?
Penny Gordon's current role is Senior Financial Advisor, CFP®️, CAP®️, ChFC®️.
What is Penny Gordon's email address?
Penny Gordon's email address is pe****@****ate.com
What is Penny Gordon's direct phone number?
Penny Gordon's direct phone number is +121286*****
What schools did Penny Gordon attend?
Penny Gordon attended Ithaca College, Florida Graduate Trust School, The American College Of Financial Services.
What skills is Penny Gordon known for?
Penny Gordon has skills like Wealth Management, Private Banking, Financial Services, Wealth Management Services, Portfolio Management, Securities, Wealth, Finance, Mortgage Lending, Banking, Management, Investment Advisory.
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