Gloria is a seasoned professional who brings a wealth of experience to Stevens Capital Partners. With 16 years of expertise in Broker Operations, particularly specializing in Mutual Funds and Alternative Investments (AI), she joins us from Schwab.
Gloria holds licenses for Series 7, 24, and 63, demonstrating her commitment to excellence and adherence to regulatory standards. Her organizational skills, analytical mindset, and effective communication abilities make her a valuable asset to our team.
Gloria is also active in church and her daughter's school. She enjoys reading, DIY projects, and spending time with her family and friends.
Gloria holds licenses for Series 7, 24, and 63, demonstrating her commitment to excellence and adherence to regulatory standards. Her organizational skills, analytical mindset, and effective communication abilities make her a valuable asset to our team.
Gloria is also active in church and her daughter's school. She enjoys reading, DIY projects, and spending time with her family and friends.
At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.
We listen. We strategize. We engage. We resolve issues.
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