DALLAS--(BUSINESS WIRE)--Global Wealth Advisors, an RIA in Dallas, Texas dedicated to client-focused advice within a values-driven culture, today announced that Gerard Longo, AIFA® has joined the firm to expand Global Wealth Advisors (GWA) advisory business into the Pittsburgh, Pennsylvania area.
“Having built relationships with clients and their families for the last 25 years, we are pleased to bring Gerard onboard in Pittsburgh. His client-centric philosophy and proactive financial strategies mirror that of GWA,” said President Kris Maksimovich, AIF®, CRPC®, CRC®. “We are excited to find an advisor that is as committed as we are to providing the personalized guidance and the support clients need to achieve their unique financial planning goals.”
As a new wealth manager with GWA, Gerard’s clients will continue to receive the same level of care and support combined with additional client services, technology, and resources made available with GWA’s proprietary 3P Approach© to financial planning. “I am excited to work with Global Wealth Advisors, given their commitment to a process that delivers a high-quality client experience while prioritizing trust and transparency. Having a senior team at a top advisory firm standing behind me solidified this choice,” said Gerard. “I appreciate the partnership with an industry leader like Commonwealth Financial Network whose independence and infrastructure help guide our success.”
About Global Wealth Advisors
GWA has been providing individuals and organizations with financial planning and investment guidance since 2008. Headquartered at 4400 State Hwy 121, Suite 200, Lewisville, TX 75025, (972) 930-1238, firstname.lastname@example.org, their advisors pride themselves on crafting unique financial planning strategies for each client. For more information, please visit www.gwadvisors.net.
Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered through Global Wealth Advisors are separate and unrelated to Commonwealth. Fixed insurances products and services offered through Global Wealth Advisors or CES Insurance Agency.