Gayle Waldon on Clubhouse

Bio

📍South Florida based|NJ native|📚Rutgers University Alum| 🎓BS in Finance|Licensed Financial Advisor| Wealth Management |Retirement Planning| Risk Management| Speaker|Hedge fund & Private equity enthusiast

📍What I do:
•Offer customized strategies to meet your financial goals
•Help you transition to retirement alone or with a spouse
•Save effectively so children can attend the college of their choice
•Create a financial legacy plan to conserve family assets

📍How I work with my clients?
•Thoughtful conversation connects me and my clients to help ensure correct alignment with client goals and life changes.
•I offer customized strategies for each client situation.

❤️Passionate about:
💰Financial Literacy
🤝Community Service
🏋🏾‍♀️ Fitness/bodybuilding
🛫 Travel
🧐Self-empowerment
💰Financial Empowerment
📈Business Growth

Visit my website ⤵️

https://advisor.morganstanley.com/Gayle.Waldon