Midler Gordon Rosado Wealth Management Group
of Wells Fargo Advisors
About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Stephanie Midler, CIMA, CFP
Senior Financial Advisor
Phone: 561.362.1058
Email: Stephanie.midler@wellsfargo.com
Bennett Gordon, CFA, CFP
Financial Advisor
Phone: 954.336.1294
Email: Bennett.gordon@wellsfargo.com
Background and Experience
Bennett has over 30 years of experience in the financial services industry. Before joining Wells Fargo Advisors in 2011, Bennett worked for 5 years at Oppenheimer & Co., Inc. His experience has also included positions at Charles Schwab, Merrill Lynch, and as a member of multiple commodity exchanges.
Bennett is committed to using a disciplined, planning based approach that emphasizes transparency and rigor to build trusting, life-long relationships with the families he is privileged to service.
Bennett’s mission is to help his clients attain their financial goals and prepare them for life’s transitions, challenges, and opportunities. He does this using his considerable experience and education in financial services.
A constant learner, Bennett earned the prestigious CFP® certification in 1999, and the Chartered Financial Analyst Charter in 2006. In 2017 he completed the requirements for a Master of Science in Personal Financial Planning These designations and diplomas are awarded only to those individuals who complete a rigorous course of study and who dedicate themselves to maintain their technical competency and who agree to abide by a strict code of ethics. Bennett is one of few practitioners in the country who has all of these accomplishments.
Licensure & Education
· Certified Financial Planner™ Professional
· Chartered Financial Analyst Charterholder
· Series 7 & 66 Registered
· Life and Health Insurance Licensed
· Master of Science, College for Financial Planning
· B.A., English, Columbia University
Away from the Office
When Bennett is not working, you will find him with his wife Katie and some or all of his 5 children, ages 23 to 4 enjoying South Florida. He currently is a den leader in Cub Scout Pack 18, and is looking forward to getting his 3 younger daughters through the Eagle Scout requirements
Bennett has run four marathons and is looking to train for number 5. Bennett also stays active working out, hiking in Florida’s diverse eco-system and following his beloved Boston Red Sox.
https://twitter.com/bengordonWFA
https://www.linkedin.com/in/bennettjgordon
CA Insurance License Number 0149960 Resident State Florida
Bennett has over 30 years of experience in the financial services industry. Before joining Wells Fargo Advisors in 2011, Bennett worked for 5 years at Oppenheimer & Co., Inc. His experience has also included positions at Charles Schwab, Merrill Lynch, and as a member of multiple commodity exchanges.
Bennett is committed to using a disciplined, planning based approach that emphasizes transparency and rigor to build trusting, life-long relationships with the families he is privileged to service.
Bennett’s mission is to help his clients attain their financial goals and prepare them for life’s transitions, challenges, and opportunities. He does this using his considerable experience and education in financial services.
A constant learner, Bennett earned the prestigious CFP® certification in 1999, and the Chartered Financial Analyst Charter in 2006. In 2017 he completed the requirements for a Master of Science in Personal Financial Planning These designations and diplomas are awarded only to those individuals who complete a rigorous course of study and who dedicate themselves to maintain their technical competency and who agree to abide by a strict code of ethics. Bennett is one of few practitioners in the country who has all of these accomplishments.
Licensure & Education
· Certified Financial Planner™ Professional
· Chartered Financial Analyst Charterholder
· Series 7 & 66 Registered
· Life and Health Insurance Licensed
· Master of Science, College for Financial Planning
· B.A., English, Columbia University
Away from the Office
When Bennett is not working, you will find him with his wife Katie and some or all of his 5 children, ages 23 to 4 enjoying South Florida. He currently is a den leader in Cub Scout Pack 18, and is looking forward to getting his 3 younger daughters through the Eagle Scout requirements
Bennett has run four marathons and is looking to train for number 5. Bennett also stays active working out, hiking in Florida’s diverse eco-system and following his beloved Boston Red Sox.
https://twitter.com/bengordonWFA
https://www.linkedin.com/in/bennettjgordon
CA Insurance License Number 0149960 Resident State Florida
