Gary Burwick is a PIM Portfolio Manager & Managing Director - Investments and maintains the internal designation of Private Wealth Financial Advisor at Wells Fargo Advisors. His team currently advises on approximately $2 billion* in assets for a select group of high net worth individuals, families, and business owners. For more than two decades, Gary and his team of dedicated professionals have provided prudent financial advice and the highest levels of customer service to a select group of financially successful individuals and their families. With more than 24 years of experience, Gary has built a solid reputation for creating highly customized investment strategies to address the wide range of his clients’ needs and goals.

Gary was selected as a Barron’s Top 1,200 State By State Advisors** in 2017 and has been honored by Wells Fargo Advisors as a Platinum Council member** every year from 2019 through 2022.

Gary was born and raised in South Florida where he still resides. He graduated from the University of Florida in 1997 where he earned a Bachelor of Science in Business Administration degree. He is married to his college sweetheart, Ali, and they have two sons together, Drew (16) and Ross (13), as well as two small dogs. When he’s not working, Gary donates his time and resources to his temple, Temple Kol Ami Emanuel and coaches his children’s intramural sports teams. He also enjoys playing tennis, saltwater fishing, surfing, and traveling with his family.


<sub>*As of 05/08/24

**2017 Barron’s Top 1,200 State By State Advisors: Awarded March 2017; Data Compiled by Barron’s based on the time period from Oct. 2015 - Sept. 2016 (Source: Barrons.com). The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

**The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

CA Insurance License Number: 4512215. Resident State Florida</sub>

With 30 years of financial industry experience, Lori loves helping clients achieve their dreams and views her clients as “family.” By focusing on each investor’s specific needs, Lori develops strategies that help clients reach their financial goals. She has worked as a Financial Advisor to both individual and institutional investors since 1992. Before joining Wells Fargo Advisors in 2017, she was a Senior Vice President – Investments for Morgan Stanley Smith Barney. She holds a bachelor’s degree in business administration from The University of Florida.

Lori has been recognized as a Platinum Council Member* from 2017 - 2022. Recently, Lori was named as one of Forbes Top Women Wealth Advisors** (2020, 2021), Forbes Best-in-State-Wealth Advisors*** (2021, 2022), and Forbes Top Women Wealth Advisors Best-in-State* (2022).
She and her husband and fellow Financial Advisor, Steven, enjoy spending time in their vacation home in the Colorado Rockies, where they split their time to get the best of both worlds (the water and the mountains). In Colorado, she donates her time by volunteering at Shaw Cancer Center and enjoys hiking, biking, golf, tennis, and skiing.

CA Insurance Number: 0C35269

*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

**2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20 (Source: Forbes.com).
2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com).
The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

***2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com).
2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com).
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (Source: Forbes.com).

The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria

Steven focuses on comprehensive wealth management, including estate investment planning retirement planning, fixed income, and equity portfolio management and advisory. After 30 years of experience, he wakes up every day looking forward to the opportunity to help clients achieve their financial dreams.

Outside of work, Steven enjoys working with non-profit groups to help solve complex community problems. He is a former board member for organizations in Broward County, Florida, such as the Jewish Family Services, the Board of Commissioners of the North Broward Hospital District, the Children’s Diagnostic and Treatment Center, and H.O.M.E.S. Inc. He is the Current President of the B’nai Vail Congregation in Vail, Colorado and a board member at the Brandon Merritt Charitable Foundation in Fort Lauderdale, Florida.

Steve has been recognized as a Platinum Council member from 2013-2022. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from previous year, and professionalism. Additional consideration may have included best practices and team structure.

Steven holds a bachelor’s degree in business administration from University of Miami and a Master of Science in economics from Florida State University. He and his wife and business partner, Lori, enjoy spending time in their vacation home in Colorado.

Michael Fuentes specializes in helping to create investment planning strategies which focus on retirement planning strategies and asset management and works with clients to help create an investment plan which will help them reach their financial goals. As a child of a CPA, Michael grew up around numbers and knew he would follow a path in the finance/accounting industry. With 29 years of experience, he enjoys working with his clients as a Financial Advisor to help achieve their financial and personal aspirations. He holds a bachelor’s degree in finance with a minor in accounting from Florida State University.

As a first-generation American, Michael is proud of his diverse background as the child of a Cuban father and German mother. His parents raised him and his brother in Miami, making Michael a rare native Floridian. Michael’s first career was as a professional athlete, but he finds it rewarding to have shifted to the financial industry where he can leverage his background and expertise while working with clients. Today, he still enjoys sports of all kinds, with his favorite being golf.

With nine years of experience, Marc Engelman focuses on Equities and Fixed Income Securities. He enjoys helping the clients meet their financial goals. Prior to getting back into the Financial Industry, Marc spent 17 years in the Biotech/Pharmaceutical Industry.

Born and raised in Brooklyn, Marc holds a Bachelor of Science degree in Accounting from Brooklyn College. After living in Southern California for 12 years, Marc and his son Zachary moved to South Florida. He and his wife, Susan reside in Fort Lauderdale with their Labradoodle, French Fry. In his spare time, Marc and his wife enjoy traveling and taking walks on the beach.

Jessica Sabath comes from a family of financial advisors, including her parents, brother, husband, and brother-in-law, so she always knew she wanted to be in the financial industry. Helping people with their financial goals has always been one of her passions. With 14 years of industry experience under her, Jessica focuses on many of the practice’s logistical components, including account opening and maintenance, placing trades, and maintaining day-to-day operations and administration. She holds the FINRA Series 7, 63, and 66 registrations and obtained her bachelor’s degree in legal studies from the University of Central Florida.

A South Florida native, Jessica currently lives in Weston with her husband, Glenn, their children, Stella and Noah, and their dog, Emmy. She donates her time to causes like Relay For Life at the American Cancer Society. In her free time, she enjoys working out, shopping, playing tennis, traveling, and spending time with her family and friends.

With 21 years of experience in the financial industry, Debbie Skoda helps with the practice’s administrative and operational support. She strives to provide exceptional client service by ensuring every client receives the personal care and attention they deserve while interacting with the team. She holds the FINRA Series 7 and 63 licenses.

A native Floridian, Debbie spends time outside of work traveling, shopping, and spending time with her friends and family.

Born and raised in South Florida, Alec has always had a strong interest in the financial markets. Combined with his passion for helping others through advice and goal setting, he knew that investment advising was the right path to take his career. Alec earned his bachelor’s degree in finance from the University of Central Florida in 2020. Since then, he has learned and developed many necessary skills for success through past work experiences. Alec holds the FINRA Series 7 and Series 66 securities registrations, as well as the Florida Life, Health, and Variable Annuity licenses. Alec looks forward to providing extraordinary service and continuing his professional growth.

 

In his free time, Alec enjoys spending time with his friends and family. Some hobbies of his include working out at the gym, relaxing at the pool and beach, traveling and watching various sports and shows.