GMAG Attends INSITE18 in Orlando

MELVILLE, NY (June 11, 2018) –Elizabeth Byer, Rosemary Santana and Carmine Vetrano recently attended the INSITE18 Conference in Orlando, Florida.  The conference was hosted by BNY Mellon’s Pershing to discover what’s trending with the evolving landscape of the wealth management industry.

 

GMAG joined over 2,000 other success-minded advisors, and 500 service providers from across the nation to learn the latest industry trends and solutions tailored to the business. This year, the GMAG trio brought back to our Firm, new perspectives, and tools gained from participation in the conference and from hearing from over 90 inspiring and thought-provoking speakers.

 

GMAG always strives to better our client experience through having a team worthy to service them.  The conference is among many of the major commitments and investments that we have made in our team.

 

About Us

GM Advisory Group, founded in 2004 by Frank P. Marzano CFP®, CPA, CIMA®, Managing Principal, is a wealth management advisory firm with a deeply personal, collaborative approach that serves the unique demands of high-net-worth families, accomplished executives, and elite athletes and entertainers.