Glastonbury, Conn. (PRWEB) February 06, 2018
Gateway Financial Partners, a growing independent national provider group headquartered in Glastonbury, today announced the addition of two advisors to its local team. Joseph Santoro, Jr. of South Windsor and Michael Wheeler of Glastonbury joined the firm effective February 1st.
“We pride ourselves on assembling a team of financial advisors who are committed to providing their clients with unparalleled levels of service,” David Wood, Founder and Chief Visionary Officer, Gateway Financial Partners, said. “Both Joseph and Michael are great additions to our team and we look forward to proving them with first-class operations and marketing support that will allow them to remain focused on their clients’ needs.”
Wheeler brings a wealth of real-world, practical investment and wealth management experience to Gateway Financial Partners. He has been an investment advisor since February 2010 and has worked with numerous and diverse clients advising them on a wide variety of financial planning, investment management and wealth management consulting assignments. Prior to that, he was a partner in a privately held communications agency which he helped grow with two other partners into the largest such firm in its category in Connecticut prior to its sale in 2008. Wheeler has obtained his FINRA Series 7 and Series 66 securities registrations and is an Accredited Investment Fiduciary® (AIF®). He holds a BS in Business Administration from the University of Connecticut and an MBA from St. Mary’s University in San Antonio, Tex.
“I’m delighted to be joining Gateway Financial Partners,” Wheeler said. “Their impressive depth of support and commitment to advisors and clients has convinced me this is an attractive environment where I can assist my clients in realizing their financial goals and aspirations.”
Santoro, Jr. brings more than 20 years of experience in the financial services industry to Gateway Financial Partners. He specializes in assisting clients with education funding, retirement planning, investment management and estate conservation strategies. Prior to joining the firm, Santoro, Jr. held positions at other financial services companies. During his tenure with MetLife, has was a five time Leaders Conference Qualifier, one time Presidents Conference Qualifier and two time Million Dollar Round Table (MDRT) Qualifier. He holds the Series 6, 26 and 63 Securities licenses and obtained his Life Underwriting Training Council FellowSM (LUTCF®) designation from The American College. He is also an active volunteer with Junior Achievement of Southwest New England.
“I joined Gateway Financial Partners because the firm has a great vision of educating clients with their overall financial house,” Santoro, Jr., said. “The marketing and operations support is what I was seeking and Gateway Financial Partners delivers on both of those.”
To learn more, visit: http://www.gatewayfinancialpartners.com.
About Gateway Financial Partners:
Gateway Financial Partners is a growing independent national provider group headquartered in Glastonbury, Connecticut, with advisors located nationally in 14 states. Advisors specialize in financial planning, wealth accumulation, wealth distribution, wealth protection and employee benefits. Gateway advisors build partnerships with their clients in order to help them achieve their financial goals. More information can be found at http://www.gatewayfinancialpartners.com and http://www.joingateway.com.