Knowledge

Capabilities to impact your life and wealth

I deliver comprehensive wealth management and focus on these areas:

– Longevity planning, including retirement income and insurance planning

– Wealth transfer strategies, including inheritance and business succession planning

– Life transition planning for marriage, divorce or loss of a loved one

My professional achievements and education

– Named to the exclusive "Top 35 under 35" Financial Advisor program in 2013 and Director's Council the past five plus years

– Series 7 and 66 securities licenses

– Certified Financial Planner and Chartered Retirement Plan Specialist licenses

– B.S., Marketing and International Business, PennState University

Making a difference in my community

– Member of the Women's Executive Council of Orlando

– Supporter of the Arnold/Winnie Palmer Foundation

– Supporter of the Dr. Phillips Center of the Performing Arts

Gloria began her career with Dean Witter in 1997 before joining UBS in 2009. Because she has over 24 years of financial services experience, and has seen many changes within the industry, Gloria is well–equipped to not only anticipate client needs, but, obtain positive results from the most difficult of challenges. Gloria is responsible for making sure that each client experience is positive, seamless, and rewarding.  She genuinely cares about each client and enjoys sharing in their triumphs and sorrows.

Gloria enjoys spending time camping, riding ATVs and playing golf in her spare time. She and her husband, Mike, also enjoy spending time with their children and grandchildren.