Brian Williams has over 17 years experience in the financial services industry on both the retail and institutional side of the business. He maintains his Series 7, 6, 63, and 65 securities registrations with LPL Financial and is licensed for life insurance and long-term care insurance. Brian also holds the CMFC® designation through the College for Financial Planning. Brian is also a candidate for the prestigious CFP® designation.
Brian received his BS in Business Administration from the Sigmund Weis School of Business at Susquehanna University in Selinsgrove, Pennsylvania. He also received his MBA in Finance and Accounting from the College of Business & Economics at Regis University in Denver, Colorado. Brian is an active member of the Susquehanna University Soccer Alumni Association, The Colorado Financial Planning Association, and The Optimist Club of Monaco South.
Brian currently chairs the Advocacy Committee and sits on the Board of Directors of the Colorado Financial Planning Association. He previously served on the Board of Directors of The Optimist Club of Monaco South. In addition, he has been published in both local and national publications.
Brian enjoys golfing, soccer, traveling, and spending time with his family. His wife, Karen, is an Occupational Therapist at Children’s Hospital Colorado. Brian and Karen have two children, Ella and Spencer.
G&W Wealth Management is pleased to have Gloria Rotner as our administrative assistant. She began her investment industry career in 1999 with Morgan Stanley Dean Witter in Boulder, Colorado and has extensive experience in managing and servicing many types of investment accounts and insurance products.
Gloria maintains her FINRA Series 7, Series 63, and Series 65 securities registrations through LPL Financial and was a financial advisor with LPL for five years. Since 2011 Gloria has been an LPL Registered Administrative Assistant. She is very familiar with LPL systems, and is eager to accommodate servicing requests.
Gloria has been a licensed insurance agent since 2000, worked for a MassMutual regional office, and is very knowledgeable about the many intricate details of annuities and life insurance and how to properly service them.
Perhaps the most unique position that Gloria has held was that of a commodity broker for physical natural gas.
Gloria was accepted by the CFA Institute as a candidate for the coveted Chartered Financial Analyst designation, and has attended Colorado Christian University, Community College of Denver, and Westmoreland County Community College.
Prior to launching her career in financial services, Gloria was in the field of alternative healthcare. Gloria explains that she used to take care of a persons physical health, now she takes care of a persons financial health. G&W Wealth Management is pleased to have Glorias caring and friendly personality on staff.
Gloria is a native of Pennsylvania and relocated to the Rocky Mountain Region in 1985. She, her husband, two horses, and two cats live in a remote area and enjoy a country lifestyle.