Specialties Include:
Retirement Planning, Tax Efficient Investing, Social Security Optimization, Income Strategies, Asset Allocation, Investment Portfolio Management, IRA, Roth IRA, 401k, 403b, REITs, Mutual Funds, ETFs, Stocks, Bonds, Fixed, Indexed & Variable Annuities,
Life Insurance, and SPIA.
I hold a General Securities Principal License, Series 6, 7, 24, 26, 63, 66 registration held through LPL Financial, Insurance License, Florida Department of Financial Services Agency License, Registered as an Investment Advisor Representative through LPL Financial, and hold a
CRPC designation.
I'm the proud father of two sons and a daughter, Gary Jr., Mark, and Meg. My wife Julie is a school teacher. We have resided in Belleair Bluffs for the past 21 yrs. and we are Florida (Pinellas County) ‘Natives’.
Currently licensed in FL, AL, MA, MI, MO, OK, NH, NY, VA, OH, TX and I may only discuss and/or transact business with residents in
those states.