TS
Taylor Stathis
Client Relationship Manager at Gm Advisory
View Taylor's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
May 2016 - Present · 8 years and 7 months
Client Relationship Manager
Dec 2018 - Present · 6 years
Senior Client Service Specialist
2018 - Dec 2018 · 11 months
Client Service Specialist
May 2016 - Jan 2018 · 1 years and 8 months
Company Details
11-50 Employees
We advise. But first, we listen. GMAG has been providing independent financial advice to individuals and families since 2004. Everything we do is centered around helping families integrate their life plans with their finances. With considerable wealth comes the challenge of integrating all the services and experience needed to sustain it. We can simplify the process, by coordinating all the financial solutions and services you need, from investment management to tax planning to retirement planning to estate planning. As a result, we’re able to give you the impartial guidance you need and the peace of mind you deserve. Not just today — but for generations to come.
Year Founded
2004
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
400 Broadhollow Rd. 301 Melville, NY 11747, US
Keywords
InvestmentsTax PlanningEstate PlanningNet WorthEducatioRisk ManagementPhilanthropyRetirementWealth Managementwealth management
Discover More About Cleveland Clinic

Find verified contacts of Taylor Stathis in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.