Gary Burwick is a 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.</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* 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 business partner, 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.


<sub>*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.

**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</sub>

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 (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.

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 the Colorado.

Joseph constructs portfolios utilizing active asset allocation management with the goal of long-term capital appreciation. He also specializes in working with clients to create an investment plan that clearly establishes investment goals and objectives, all while managing assets based on the client’s risk profile and investment objective. With 26 years of experience, Joseph began working at Prudential Securities (a predecessor firm of Wells Fargo Advisors) in 1995, advancing to become Managing Director – Investment Officer in 2015. He holds FINRA Series 7, 3, 63, and 65 securities registrations and is licensed in Commodities as well as applicable health and life insurance.

For every year between 2009 and 2019, he has been named as a Wells Fargo Advisors Platinum Council advisor. 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.

Joseph is a graduate of Glassboro NJ State College (now Rowan University) in 1989 with a bachelor’s degree in business management.


_{Joseph T. Travagline has been authorized by the Certified Financial Planner Board of Standards, CFP Board, to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.}

Active in the financial industry since 2000, Jim brings his knowledge of asset and estate investment planning and insurance services to the group. As a professional Financial Advisor, he believes in analyzing each client’s total net worth, including immediate and longterm needs and objectives, before making specific recommendations or adjustments.

He holds FINRA Series 7, 63, and 65 securities registrations, as well as applicable life and health (long-term care) and property casualty insurance licenses. Jim completed his certification as a Certified Retirement Planning CounselorSM in 2009.

Jim is a graduate of Gettysburg College in 1994 with a bachelor’s degree in business with a concentration in finance. Jim is a resident of Northfield, was on Northfield City Council, and is married with two sons.

After 27 years in the industry, Alan genuinely enjoys using his life and career experiences to help his clients manage personal and business financial affairs. He is focused on providing the most comprehensive and custom-tailored plans for his clients by educating himself on emerging strategies and business trends. Prior to his work with this team, Alan worked with institutional and international clients, such as major American, Swiss, French, and Japanese banks. He managed an interest rate swap desk in Tokyo for three years, which provide deep and comprehensive perspective for his career.

Born and raised in New York, Alan attended Queens College before eventually moving to Fort Lauderdale, Florida. He lives with his wife, Myriam, and two excellent dogs, Mango (a Border Collie) and Don Julio (a Vizsla). When he can, he donates his resources to Feeding South Florida. In his free time, Alan enjoys traveling and is passionate about all varieties of foods, animals, aviation, classic American cars, and growing and cultivating flowers and trees.

Michael specializes in creating investment plans which focus on retirement planning and asset management and works with clients to 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.

Prior to beginning his work in the financial services industry 22 years ago, Cliff worked as an attorney for four years. With a focus on asset management and retirement planning, he believes his mission is to provide sound investment advice at the highest level of personal service so he can help clients achieve their personal and investment goals. He holds the FINRA Series 7 and 66 securities registrations, as well as applicable life and health insurance licenses.

Cliff graduated from Rutgers University in 1988 and Thomas Cooley Law School in 1995. He donates his time by serving on the Board of Directors for the Stanley Marczyk Scholarship Committee, the Northfield City Council, and by coaching for the Northfield Cardinals Youth Football Organization. He lives in Northfield with his wife, Susan, and their three children. In his free time, he enjoys fishing, skiing, and going to the beach.

Andrea Cruz is a Senior Registered Client Associate at Wells Fargo Advisors. Originally from Ecuador, Andrea moved to the US in 2005. She began her career in the Financial Services Industry in 2008 at Smith Barney, which later became Morgan Stanley Wealth Management. She started working with International clients and later obtained her registrations and transitioned to the Domestic side of the business.

As a Registered Client Associate Andrea was responsible for handling the daily operations and servicing clients accounts for various Financial Advisors. In 2012 she was recruited by Wells Fargo Advisors where she worked as a Senior Registered Associate for two years before returning to Morgan Stanley in 2014 with her team.

During her career she has proactively taken many roles and worked with Financial Advisors who focus on different sides of the business, this has allowed her to learn and acquire extensive experience. She is tech savvy and takes pride in being extremely service oriented. In 2017 she started working for Gary and Marc with whom she joined WFA, once again, in 2019. In her time away from the office Andrea loves salsa dancing, volunteering and traveling, especially visiting her family in Ecuador.

With nine years of experience, Marc 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.

With 21 years of experience in the financial industry, Debbie 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.

Jessica 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.

Vicki has worked in the financial industry for over 29 years holding many positions.  Vicki started her career in 1979 as a sales assistant with A. G. Edwards and Sons, predecessor of Wells Fargo Advisors.  This was her first job and has served her well.  Her passion for the clients goes beyond the client portfolio.  Vicki has a way of asking questions and concerns of the client in a personal way and together they discover their risk tolerance and ultimately help reach the clients true goals. She has worked for Wells Fargo Advisors off and on for over 10 years and had the opportunity to hold the FRA (Financial Relationship Advisor) for 3 of those years. Vicki holds the FINRA Series 7, 66 and Life, Health and long-term care insurance licenses.  

 

In her spare time when she is not crafting with her grandchildren she enjoys kayaking and trail hiking with her dog. 

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.