Gary is a wealth management specialist and investment management consultant with more than 25 years of experience in the financial services industry. His goal is to deliver the higher degree of predictability his clients are seeking, whether that be predictability that they can retire when they would like, predictability that their children will be able to attend college, or whatever financial goal his clients are striving to achieve.
He uses his well-honed judgment and ability to understand each client’s long-term goals, work within their risk parameters and customize financial plans and strategies for pursuing their objectives.
Gary grew up watching his father, a financial advisor for 39 years, find enormous fulfillment in helping individuals and families secure their financial independence. It was an easy decision for Gary to carry on his father’s legacy.
Before joining Raymond James in 2009, Gary spent 16 years at Smith Barney, where he held the positions of first vice president and financial advisor. He earned a bachelor’s degree in business administration with a major in finance from the University of Arizona.
Gary has been very active in the community over many years. His past involvement includes serving on the boards of many area organizations, including the Jewish Community Association of Greater Phoenix, the Jewish Community Foundation Professional Advisory Committee and the Martin Pear JCC in the Valley of the Sun (serving as Chairman of the Board from 2006-007 and 2018-2019), as well as being a regular volunteer at the Watkins Shelter in Phoenix. In addition, he has served as a volunteer youth coach in baseball and basketball.
In 2007, Gary received the Jewish Community Association’s Sy Clark Award for Outstanding Young Leadership.* He was a co-chair of the association’s 2013 Mega-Event Fundraiser.
In 2015, Gary received the JCC’s prestigious Irv Shuman Award.* The award is presented to an individual who exemplifies the spirit of charity; someone who demonstrates commitment, passion, service and leadership within the Jewish community.
Gary grew up in Scottsdale, where he lives today with his wife, Debbie, and children, Jonah, Abrie, Brett, Seth and Evan. In his free time, he enjoys cycling, hiking and golf. He is an avid supporter of his beloved Arizona Wildcats as well as the Cardinals, Diamondbacks and Suns. He is a member of Temple Chai in Phoenix.
*Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Jewish Community Association and JCC are not affiliated with Raymond James.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Raymond James is not affiliated with the above organizations and/or charitable causes.