Gary T Crisci

Gary T Crisci

Managing Principal, PIM Portfolio Manager

Gary provides comprehensive investment planning, if we develop a successful working relationship, I can work with you to help achieve your goals.

Gary has helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific need since 1988.   With extensive experience throughout major shifts in the markets, Gary has dedicated his career to delivering personalized portfolio management & the investment planning services his clients deserve.

Gary seeks to provide valuable guidance on the complex aspects of wealth management through coordination with his clients' tax and estate professionals. He believes that his clients deserve an informed, educated and attentive financial advisor who provides timely, consistent and transparent services.

Gary holds a bachelors degree from Marywood University in Dunmore PA,   he also earned the 

ACCREDITED ASSET MANAGEMENT SPECIALIST™                             
•CHARTERED RETIREMENT PLANNING COUNSELOR™                            
•ACCREDITED WEALTH MANAGEMENT ADVISOR™
•ACCREDITED DOMESTIC PARTNERSHIP ADVISOR™ designations from the College for Financial Planning.
•Certified Divorce Financial Analyst ™ designation from Institute for Divorce Financial Analysts
 

Gary is very active in the local community and serves on many nonprofit boards and committees. Gary and his wife Lorrie are also busy raising their 3 children.

The use of the CDFA™ designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

Phone 1-888-224-0792
Fax 1-239-919-8697