Gary Getman

Background

About Gary Getman

I am a financial planner and portfolio manager at 1919 Investment Counsel and a 26 year veteran of the financial services industry. I am passionate about working to meet individual financial needs, and I truly value getting to know my clients. In formulating a financial plan or overseeing a portfolio, understanding a client's financial aspirations is as important as investment expertise. I spent 17 years at Fidelity Investments where I gained a range of experience; my positions included Senior Retirement Specialist, Regional Consultant, Mutual Fund Wholesaler, and VP/Sr. Account Executive to 400 clients with over 1.5 billion in assets. In 2009, I earned the highest loyalty score among Fidelity's 300 nationwide account executives. Specialties: This is not a one-size-fits-all-world, and my success comes from my ability to listen carefully and to understand the needs of individual clients. I want my clients to feel comfortable asking questions, to be involved in the process, and then to work with me to design a plan that meets their financial needs. My goal is to ensure that my clients understand types of investments, strategies, and the decision-making process used in wealth management.