Stephen V. Gagliardi
Managing Member, Investment Advisor Representative
O: (561) 988-8706
M: (561) 459-0374
Stephen Gagliardi is a Managing Member and Investment Advisor Representative at Greenline Wealth Management. He believes his prior experience selling qualified retirement plans to corporations were an ideal foundation to begin his work as an investment advisor representative. Stephen has worked with hundreds of business owners to help them establish or review their corporation’s retirement plan and improve their existing corporate benefits.
Today, Stephen is a licensed investment advisor representative and holds his Series 65 registration. Stephen always strives to put his client’s interests first and above his own. Stephen will always listen to his client’s concerns, share all material information regarding investments and their risks, and treat the client’s financial goals with the same care and interest as if he were making the investment personally.
Stephen attended Saint Joseph’s University in Philadelphia where he received his Bachelor of Science in Entrepreneurship & Marketing. During his time at Saint Joseph’s University, he was a member of the club lacrosse team, the Entrepreneur Club and was heavily involved with the Business Learning Community. When Stephen is not in the office, he enjoys spending time with friends and family, traveling and being active in the community. Stephen looks forward to becoming your trusted partner and helping you get on track to reach your financial goals.