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