Gary Alpert

Strategic Partner

Gary and Wes have collaborated on investment strategies for over a decade.  This team approach leverages their collective experience and brings a balanced financial plan that is tailored to fit the needs of each individual client. 

Areas Of Expertise

• Financial Planning
• Investment Management
• Employee Benefits Analysis
• Retirement Planning
• Insurance Planning

Education/Certification 

• CERTIFED FINANCIAL PLANNER™ professional
• MBA, University of Georgia, Terry College of Business
• BS in Economics, SUNY, Binghamton
• General Securities Representative, FINRA Series 7**
• Uniform Securities Agent, FINRA Series 63**
• General Securities Principal, FINRA Series 24**
• Registered Options Principal, FINRA Series 4**
• Municipal Securities Principal, FINRA Series Series 53**

**Securities registrations currently held with LPL Financial

Outside the Office 

Gary enjoys traveling overseas in order to experience unique cultures and beautiful scenery. He is also dedicated to health and to physical fitness; spending time at the gym but also getting out for scenic hikes. Gary loves animals and has two cats, Duster and Archie.