PROFESSIONAL PROFILE – Gail has served the investments needs of her clients for many years. Gail became a part of the financial services industry in 1973, first at Prudential Insurance Company. From 1997 – 2009 she built a strong practice with Merrill Lynch as a Financial Consultant. In 2009, she joined B Riley Wealth Management and later became an independent advisor with the same firm. During this time Gail completed advance coursework through the American College covering such areas as insurance, investments, estate planning financial planning, and retirement planning.
Since joining INTRUA Financial, she has utilized the firm’s extensive resources to oversee portfolios with a financial planning discipline by integrating risk management, asset allocation, implementation and regular review. All reflect her strong effort to mitigate the effects of market volatility. By accomplishing these goals, Gail helps clients find financial confidence and enjoy greater control of their lives and the freedom to give attention to other priorities.
INVESTMENT PHILOSOPHY – Gail’s investment philosophy flows from the customized, comprehensive financial strategies she offers to each client. A thoughtfully devised investment decision is the result of determining the unique needs of the client. The process of choosing investments begins with thorough fact finding, personalized financial strategies and an asset allocation that includes investments with the opportunity for long-term positive outcomes.
Gail is involved in her community, volunteering to serve on boards and participates in church and community projects. She has an adopted daughter and three grandchildren. She enjoys spending time with her clients, friends and family and traveling as much as possible. Gail looks at life with a joyful spirit.