27499 Riverview Center Boulevard,
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.
Gary has the following designations and licenses...
Series 7: General Securities Representative
Series 63: Uniform Securities Agent Series 65: Investment Adviser.
215: Life, Health and Variable Annuity
Mark Matos works at Medley Advisory LLC in Bonita Springs, Florida. With over 15 years of experience in financial planning and wealth strategy in Southwest Florida, Mark's diverse clientele includes high-net-worth individuals, corporate executives, entrepreneurs, medical professionals, philanthropists, and families navigating special needs financial planning.
Mark's dedication and community involvement earned him recognition as one of Gulfshore Business's Top 40 Under 40.
Mark is an alumnus of Florida Gulf Coast University, holding degrees in Finance and Computer Information Services. His professional certifications include Certified Financial Planner™, Chartered Life Underwriter®, Chartered Financial Consultant®, and Chartered Advisor in Philanthropy®. Mark's career highlights feature significant roles at notable institutions like Fifth Third Bank, Global Wealth Consultants, LLC, and HBKS Wealth Advisors.
Mark has participated as a member and speaker for professional groups such as the Association of Fundraising Professionals and the Greater Naples Area Planned Giving Council. He regularly shares his financial expertise on his website, MarkMatos.net, and has been featured in publications such as the Naples Daily News and Investor's Business Daily. His educational journey is highlighted by his earning full academic scholarships at Florida Southwestern State College and Florida Gulf Coast University.
Mark has held influential roles in the Rotary Club of Naples, including Secretary, Treasurer, President-Elect, and President, significantly enhancing the club's impact. Mark is past president of both the Greater Naples Planned Giving Council and the Financial Planning Association of Southwest Florida. He has served on the board of directors for Meals of Hope for several years and supports Purridise Gardens, an organization dedicated to cat welfare.
Mark's extraordinary efforts during Hurricane Irma earned him a nomination for the Paul Sanborn Service Above Self award, underscoring his commitment to service and community impact.
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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 servic
es 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.
PLEASE NOTE:The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here you are leaving this site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving this company's web-site and assume total responsibility and risk for your use of the sites you are linking to.