Gary joined Wells Fargo Advisors as Managing Director –Investments in February of 2009. Prior to joining Wells Fargo Advisors, he was a Senior Vice President at Smith Barney where he spent the preceding 14 years. His primary responsibilities are to captain his team’s proprietary wealth management process including financial cash-flow strategies, liability management, estate & trust services, investment planning, tax efficient strategies and asset management. Gary and his team are dedicated to serving the complex needs of public company executives and their families along with non-profit and institutional clients. He received his Certified Financial Planner TM (CFP®) designation from Pace University’s Lubin School of Business and graduated from the University of Wisconsin – Madison with a B.A. in Political Science. Away from the office, Gary is highly active in the community sitting on the board of the JCC–Metrowest as an Executive Committee member and coaching youth soccer, basketball and hockey. He currently resides in Livingston, NJ with his wife Stacy and their two boys Jesse and Nate.
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