Gary LoDuca is a consultant who helps CPA, tax and estate planning business owners add or improve their in-house, firm-owned wealth management businesses in Florida, Georgia and Alabama. He is a business format specialist who provides best-practice wealth management business model approaches designed specifically for tax professionals. Gary focuses on each critical area of a wealth management business to create a structural platform that is both scalable and systematic and which provides peak operational efficiency and profitability with exceptional customer service. He creates an open-architecture business model that is client-focused and which provides objective solutions that the resource tax professional can leverage to help significantly impact the lives of their clients and the bottom line of their firm.
Gary has more than 20 years of industry experience, working most recently as the director of sales for a boutique IT firm specializing in Web-based asset and client reporting for financial services firms. He was a wholesaler with Franklin Templeton Investments for five years in their independent and bank division. He began his career as a banker with First Union and was a financial advisor with First Union Securities, Merrill Lynch and American Express.
Gary has a Bachelor of Science in business administration from the University of Florida. He is a registered representative who has passed the FINRA Series 7 and Series 66 examinations. He is currently studying to become a Certified Financial PlannerŪ. |
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