STONEBRIDGE FINANCIAL GROUP - Key Persons
With over 31 years of experience on Wall Street, Gary began his career in 1993 with Shearson Lehman Brothers and worked with the firm as a Financial Consultant and Consulting Group Associate through its final merger with Smith Barney. In 2005 Gary accepted a position with Morgan Stanley as a Vice President Financial Advisor in Stuart, Florida eventually transitioning his advisory consulting business to Morgan Stanley's offices in Charlotte, North Carolina.
Throughout his career, Gary had always envisioned developing a truly independent investment firm. That vision materialized in 2009 when he launched Stonebridge Financial Group. Stonebridge Financial Group is a boutique firm that keeps clients' objectives in focus while maintaining a commitment to putting service first.