With over 35 years of experience in the financial services industry, Gary Ghigliotti guides a team created to assist select clients who have substantial net worth. This exclusive service, encompasses a complete program: setting goals, analyzing your financial picture, recommending improvements and implementing plans designed to grow, protect and pass on your wealth. Gary enjoys working with business owners and corporate executives on their pre and post sale planning as well as succession and estate tax planning strategies.
Gary served as a Captain in the US Air Force and is a graduate of the University of Notre Dame with degrees in Finance and Economics. He also attended the Wharton School Account Executive Program at the University of Pennsylvania. He is also accredited with The American College as a Certified Financial Consultant and he has also earned the Senior Portfolio Manager title under the Portfolio Management Program. In his free time, he enjoys traveling, golfing and flying.
Gary was recognized by Forbes Magazine in 2018, 2019, 2020, and 2021 as one of the Best-in-State Wealth Advisors.
Registered States:
AL, AZ, CA, CT, DC, FL, MA, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA