Gary entered the financial services industry in 1985 and joined UBS in 2008. He was a Financial Advisor for seventeen years, followed by eight years in a number of managerial roles. He has been recognized as one of On Wall Street Magazine’s “100 Leading Branch Managers Nationwide” in 2010 and 2012 as well as a distinguished member of both UBS Directors Council from 2009 to 2011 and the UBS Leadership Council in 2012.
Gary often likens the financial services industry to other of his passions—the sports world. He points to parallels like the highs, the lows, the challenges and mental preparation. One thing is clear: this “coach” is good at what he does. He mentored a former Quintile 4 Financial Advisor who was thinking about leaving the business. The FA remained at UBS and is now a Quintile 2 producer.
• Joined UBS in 1990
• 32 years of industry experience
• Focus: strategic alignment of the complex, service excellence, creating a UBS experience
• Holds FINRA Series 3, 7, 8, 63, 65
• B.S, marketing
• Southern Illinois University