Broker Check

Our Team

We believe that you are far more likely to achieve your financial objectives with the assistance of professional advice, discipline and a clear financial plan.  This begins with a strong support team.


 

Our Team

Gary Wm. Medley, CFP®, Managing Member

 
A founding Principal and Managing Member of Medley Advisory, Gary has 28 years experience in the financial services industry. Gary has worked in the capacity of a Financial Advisor, Manager, and Regional Manager for major Wall Street Firms and Banks and now for himself as an independent IAR (Investment Advisor Representative). Gary's extensive experience in the financial services industry brings the  resources and tool necessary to assist our clients in driving the outcomes they desire.
 
Gary holds degrees in Finance and Economics from The University of Michigan and has been a  CERTIFIED FINANCIAL PLANNER™ professional since 1988.
He is an active member and Board Member (President 2014 / Chairman 2015) in the Financial Planning Association of SW Florida (FPA).
 

Gary has the following designations and licenses...

CFP® designation

Series 7: General Securities Representative

Series 63: Uniform Securities Agent Series 65: Investment Adviser. 

215: Life, Health and Variable Annuity

[email protected]

Gary F. Lenchner, Vice President

Gary came to Medley Advisory from Merrill Lynch where having worked for a large wall street firm he wanted the flexibility and freedom that you can only get at an independent RIA (Registered Investment Advisory). He began his career in financial services working for Wollman, Gehrke, Solomon, an Estate & Tax Planning law firm where he specialized in providing family office services to the law firm’s clients. Gary adds to the firms wealth management capabilities with a unique skill set in in tax planning strategies, insurance planning strategies, estate planning strategies and philanthropic giving.  

Gary has the following licenses...

Series 7: General Securities Representative 

Series 66: Uniform Securities Agent and Investment Adviser. 

215: Life, Health and Variable Annuity

[email protected] 

Our back-office support team:

Medley Advisory combines expertise in multiple disciplines, with access to professional relationships, to help manage and coordinate your complete and evolving financial needs.  This begins with a strong back-office support team.
 

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