Gary serves as a Private Wealth Advisor & Portfolio Advisor, working directly with his clients on investment strategy and policy for private client and institutional portfolios, addressing the needs for income, growth, tax and estate planning.
Gary has over 30 years’ experience providing a full array of holistic wealth management solutions and investment advisory services to high-net-worth individuals and institutional investors. From entity structuring to tax planning strategies, he has worked with clients on concentrated stock divestiture strategies; asset liability matching; hedging low-basis stock; employee stock options strategies: 10b5-1 executive plans, exchange funds, private credit/equity alternatives, tax-free exchanges, business valuations and the entire waterfront of customized comprehensive wealth management offerings.
Gary earned a Bachelor of Business Administration degree in Finance from the University of Georgia. He also earned a Master of Business Administration degree from the University of Kentucky. Gary completed additional postgraduate studies in Finance at Virginia Commonwealth University. Gary is a member of the Beta Gamma Sigma business honor society and Phi Kappa Phi (National Scholastic Honor Society).
Gary is married to Mary, who is a tax attorney.
(703) 734-4610 | [email protected]