Broker Check

St. Petersburg Office

6414 1st Avenue North,

St. Petersburg, FL 33710
Gary Roberson, CFP®

Gary Roberson, CFP®

South Carolina

“As a seasoned professional, I have learned that with life come many challenges. Over the years I have found myself working with more and more women who are transitioning through difficult times in their lives. Often they are managing money for the first time. When put in this position to manage this wealth, the responsibility can be overwhelming.

As a financial advisor working in a family owned business, my clients have become my family. As my own family relies on me as the patriarch, over the years I have found my family of clients need my guidance and wisdom in an area that for many is unfamiliar territory.

Therefore my true value as your financial advisor is to work with you to help you develop a path to financial wealth so you can develop your strategy and achieve your goals into the next phase of your life.”

Gary is a CFP® and a statistics major from the University of Mississippi, who has had extensive corporate planning experience with major companies: IBM, Sperry, and General Instrument corporations. For over the past decade, Gary has focused his career to help women and their families prepare and manage financial strategies for the long term. He has a commitment to establish and maintain a valued relationship with each positioned client for the many years to come.

Gary and his wife, Carmen are avid University of South Carolina Gamecock fans and attend many of the school’s sporting events throughout the year. He and Carmen enjoy spending time with their children’s families, especially their 5 grandchildren.