Gary Guglielmo

Investment Banking

Gary Guglielmo is a seasoned finance professional with a diverse array of interests that set him apart from the crowd. Born and raised in Armonk, New York, Gary’s early life was a blend of academic pursuit and athletic excellence. Graduating from Byram Hills High School in 1991, he was an active member of the ski team and a competitive motocross racer, showcasing his love for speed and competition.

Gary’s academic journey led him to Florida Atlantic University and SUNY Westchester Community College, where he earned his associate degree. His passion for finance became evident as he successfully passed the Series 7 exam, marking the beginning of his career as a licensed broker.

Gary’s professional path took him to some of the most prestigious institutions in the finance world. Starting at Morgan Stanley, he built a robust foundation and gained invaluable experience. His career progressed with a tenure at Deutsche Bank, where he further honed his skills. Returning to Morgan Stanley after its acquisition of Smith Barney, Gary has consistently demonstrated his expertise and dedication, earning the respect of his clients and peers.

But Gary’s story doesn’t end with his professional achievements. His personal life is a testament to his passion for high-speed sports and outdoor adventures. An avid car and motorcycle enthusiast, Gary spends his free time working on and enjoying these high-performance machines. His love for the water is equally compelling, with boating adventures that offer both tranquility and excitement.

Professional Credentials

Recognition / License

  • Education

    • Byram Hills High School, Armonk, NY
      • Graduated in 1991
      • Active member of the ski team
    • Florida Atlantic University
      • Pursued higher education with a focus on finance
    • SUNY Westchester Community College
      • Earned an associate degree

Practice

  • Expertise

    • Investment Banking
      • Extensive knowledge of financial markets and investment strategies
    • Series 7 Licensed Broker
      • Passed the Series 7 exam, showcasing proficiency in securities trading and brokerage
    • Client Relations
      • Known for building and maintaining strong client relationships
    • Financial Analysis
      • Skilled in analyzing market trends and financial data
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Hours

Monday - Friday: 9:00-5:30

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Boca Raton, Florida