Penny Gordon

Penny Gordon Email and Phone Number

Senior Financial Advisor, CFP®️, CAP®️, ChFC®️ @ First Horizon Advisors
East Berlin, PA, US
Penny Gordon's Location
East Berlin, Pennsylvania, United States, United States
Penny Gordon's Contact Details
About Penny Gordon

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.

Penny Gordon's Current Company Details
First Horizon Advisors

First Horizon Advisors

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Senior Financial Advisor, CFP®️, CAP®️, ChFC®️
East Berlin, PA, US
Penny Gordon Work Experience Details
  • First Horizon Advisors
    Senior Financial Advisor, Cfp®️, Cap®️, Chfc®️
    First Horizon Advisors
    East Berlin, Pa, Us
  • First Horizon Advisors
    Senior Financial Advisor, Cfp®️, Cap®️, Chfc®️
    First Horizon Advisors Nov 2021 - Present
    Memphis, Tn, Us
  • First Horizon Advisors
    Svp - Portfolio Strategist Cfp®️, Cap®️, Chfc®️
    First Horizon Advisors Jul 2020 - Nov 2021
    Memphis, Tn, Us
    IBERIA 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.
  • Iberiabank
    Svp - Portfolio Manager, Cfp®️, Cap®️, Chfc®️
    Iberiabank Mar 2018 - Nov 2021
    Lafayette, La, Us
    IBERIABANK 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.
  • Gibraltar Private Bank & Trust
    Svp, Private Wealth Advisor
    Gibraltar Private Bank & Trust Feb 2013 - Jul 2020
    Lafayette, Louisiana, Us
    Provide comprehensive advisory, wealth management and planning solutions to clients and their families in South Florida and New York City.
  • Gibraltar Private Bank & Trust
    Svp, Private Banker
    Gibraltar Private Bank & Trust Oct 2011 - Feb 2013
    Lafayette, Louisiana, Us
    Relationship Management of Ocean Reef clientele; Resident in York County Pennsylvania with frequent travel to Ocean Reef.
  • Gibraltar Private Bank & Trust
    Svp, Managing Director - Ocean Reef
    Gibraltar Private Bank & Trust Jan 2006 - Oct 2011
    Lafayette, Louisiana, Us
    Gibraltar 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.
  • Gibraltar Private Bank & Trust
    Vp, Private Banker - Ocean Reef
    Gibraltar Private Bank & Trust Jan 2003 - Dec 2006
    Lafayette, Louisiana, Us
  • Gibraltar Private Bank & Trust
    Vp, Relationship Manager, Wealth Mgmt.
    Gibraltar Private Bank & Trust Aug 2000 - Dec 2002
    Lafayette, Louisiana, Us
  • Citi
    Citigold - Ocean Reef Club, Key Largo, Fl
    Citi Mar 1997 - Jun 2000
    New York, New York, Us
  • Citi
    Citicorp Securities, Inc., 399 Park, Nyc
    Citi Aug 1990 - Jan 1996
    New York, New York, Us
  • Career Break
    Gap Year
    Career Break Jun 1985 - May 1986
    Cast 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

Wealth Management Private Banking Financial Services Wealth Management Services Portfolio Management Securities Wealth Finance Mortgage Lending Banking Management Investment Advisory Investments Estate Planning Financial Advisory Asset Management Retirement Planning Investment Management Financial Risk Business Relationship Management Relationship Management High Net Worth Individuals Asset Allocation Strategic Financial Planning Equities Investment Strategies Risk Management Mutual Funds Credit Alternative Investments Credit Analysis Financial Planning Treasury Management Loans Fixed Income Commercial Lending Cash Management

Penny Gordon Education Details

  • Ithaca College
    Ithaca College
    Music/Theatre
  • Florida Graduate Trust School
    Florida Graduate Trust School
  • The American College Of Financial Services
    The American College Of Financial Services
    Financial 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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