Gladys plays a key role in ensuring our office runs efficiently, and provides valuable support for our financial advisors and clients. She handles a wide array of duties, including service requests, reviewing client accounts and assisting with our team’s marketing efforts. Personable and detail-oriented, she strives to ensure clients receive timely and thorough responses to each of their requests, and is committed to providing a quality client experience while helping advisors do the best job possible.
Before joining our team, Gladys was a registered wealth management client associate at Merrill Lynch for 23 years. She earned a bachelor’s degree in marketing from Keiser University. Originally from Orlando, Florida, Gladys lives in Mt. Dora with her husband, Nate, and children, Ethan & Liam. In her free time, she enjoys watching football and spending time with family.