Advisor profile

My approach

As an experienced Financial Advisor, Gessie believes that a comprehensive approach to financial planning helps clients to better align their financial and lifestyle goas. Since 2001 she ahs guided her clients in the development and implementation of wealth strategies that seek to integrate their needs for income in retirement, investment management, education and legacy planning, and insurance, among other objectives.
Gessie holds her Series 6, 7 and 66 securities registrations with Ameriprise Financial. She holds the Health, Life and Annuity Insurance license. She is a designated CERTIFIED FINANCIAL PLANNER™ and Accredited Portfolio Management Advisor™. She earned a BA in Business Administration with a Specialization in Computer Engineering from the University of Florida.
She is currently on the Finance Council of St. Paul's Catholic Church and is a former Board Member for the Alpha House of Tampa, a not-for-profit organization offering homeless pregnant women and mothers safe housing and tools they need to become self-sufficient, effective and responsible parents.
Gessie lives in Tampa, Florida with her husband David and their two children. She enjoys spending time at the beach and travelling with her family.

Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.