Gary Surian, CRPC
Financial Advisor
Gary Surian is a Financial Advisor with ten years of industry experience, driven by a deep curiosity about how individuals and families can use their income and assets to achieve lasting financial freedom. He enjoys helping clients work through complex financial objectives while relieving them of the burden of managing those decisions alone. His client-first mindset centers on thoughtful planning, clarity, and confidence throughout every stage of the financial journey.
Gary is a self-taught professional who is passionate about continuous learning and professional growth. His relationship-based approach helps clients feel at ease, while his clear and consistent communication style helps ensure they remain informed and engaged. Gary is a US Navy veteran, serving five years in Hawaii and Florida. Gary has held roles at Fidelity Investments, Merrill Lynch, and Wells Fargo Advisors, and he earned his degree from the Liberty University. He holds the Chartered Retirement Planning Counselor™ (CRPC®) designation.
Gary works best with families who want to navigate their financial lives through a goals-focused, long-term planning approach. Outside of the office, he is a family-oriented individual who loves to spend time with his wife, Karen, and daughter Clara. Gary also loves to travel and has been to fifteen countries and counting.
Certificates
CRPC
#1 in client satisfaction with wealth management digital experience among advised investors
Best-In-Class Experience
J.D. Power’s 2025 U.S. Wealth Management Digital Experience Study (announced November 2025) is a benchmarking study of large U.S. wealth management firms assessing investor digital experiences across websites and mobile apps. Data was collected June–August 2025 from investors who identified Wells Fargo Advisors as their primary wealth management firm, had interacted with the firm’s website or mobile app in the past year, and reported either an advised or DIY relationship. Results were weighted by market share, panel source mix, and evaluated channel to support comparability across firms. A minimum number of 100 surveys total and at least 30 surveys for each channel are required to be included. Survey included feedback on 4 main categories: Design, System, Information, and Tools/Capabilities. Study is independently conducted, and the participating firms do not pay to participate; however, use of award and promotional materials is subject to a license fee.
What We Do
Our Services
Advisory Services
Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.
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Retirement Planning
Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We’ll look at your whole picture. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them.
Estate Planning Strategies
Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about and get started.
Learn MoreeMoney Advisor®
A modernized approach to advice
Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.
News and Insights
1Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed, or sold, may be worth more or less than their original cost.
2Variable annuities are long-term investments appropriate for retirement funding and are subject to market fluctuations and investment risk. Guarantees are based on the claims-paying ability of the issuing insurance company. Guarantees apply to minimum income from an annuity; they do not guarantee an investment return or the safety of the underlying funds.