Seasoned and experienced, Gary uses his 30 year tenure in the industry to serve clients of all types seeking customized expertise. He regularly speaks on economics and investing and has been recognized by organizations and peers for his extensive knowledge in cash flow-driven investments and solutions for institutional, nonprofit and corporate accounts, including specialized expertise in captive insurance companies and healthcare entities.
Gary began his financial services career with an internship at Dean Witter Reynolds in 1987 and has held positions as an equity trader, fixed-income trader and institutional portfolio strategist. His career includes more than 20 years with Raymond James, including its predecessor firms, primarily in the institutional investment area.
He has earned bachelor’s degrees in economics/finance and business management from Lipscomb University in Nashville. In 2022, for a sixth consecutive year, Gary has earned status as a Forbes Best-In-State Wealth Advisor. He is also recognized as a Certified Treasury Professional, a global symbol of excellence in the treasury profession set by the Association of Financial Professionals.
Gary is a member of the Association of Financial Professionals, the Healthcare Financial Management Association and the Tennessee Captive Insurance Association. In addition, he serves on the Board of Directors for the Tennessee Captive Insurance Association and serves as director for several captive insurance companies and risk retention groups.
Schedule a 15-minute call with Gary to see if you might be able to take advantage of our captive investment or cash management services.
About Forbes ranking of Best-In-State Wealth Advisors
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK®Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info.
Raymond James is not affiliated with any organizations mentioned.