A founding Principal and Managing Member of Medley Advisory, Gary has 30+ years of 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 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