Gary Plum Email & Phone Number | Gary uses a sophisticated and balanced investment approach to help clients of The Milestone Financial Group to achieve their financial aspirations and, ultimately, the lifestyle they desire. His past knowledge and experience of running a family business allows him to understand and find solutions for the financial needs and concerns of small business owners. His investment experience in areas such as options trading provides his clients with access to a wide range of potential opportunities, depending on what is appropriate for their situation. Gary enjoys working with clients that have a diverse set of needs and finding balanced solutions to fit each unique situation. Gary has over 23 years of experience as a financial advisor; starting his career at A.G. Edwards and Sons in 1997. He has spent his entire life working and living in Manatee County. He was elected Vice President of his senior class at Palmetto High School before moving to Tallahassee, Florida, where he attended Tallahassee Community College and Florida State University. He has served on the boards of Manatee County Girls Club, American Heart Association, Care Net Manasota, Coastal Conservation Association of Manatee County, Past Chairman Crosthwait Memorial Fishing Tournament and was the Past Treasurer of the Bradenton Yacht Club. A third-generation native of Manatee County, Gary lives in Palmetto with his wife Laura and enjoys spending time with their five children in the outdoors.

Gary Plum

Gary uses a sophisticated and balanced investment approach to help clients of The Milestone Financia...
North Port-Sarasota Area, North Port-Sarasota Area, United States

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Gary Plum’s Email gary.plum@morganstanleysmithbarney.com

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Gary Plum’s Location North Port-Sarasota Area, North Port-Sarasota Area, United States

Gary Plum’s Current Industry Morgan Stanley

Gary Plum’s Prior Industry Smith Barney | Ag Edwards And Sons

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Work Experience

Morgan Stanley

Senior Vice President, Financial Advisor

2008-11-01 00:00:00 - Present

Smith Barney

Vice President

1998-11-01 00:00:00 - 2008-11-01 00:00:00

Ag Edwards And Sons

Vice President

1997-02-01 00:00:00 - 1998-11-01 00:00:00

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FAQ About Gary Plum

Gary Plum is located at
North Port-Sarasota Area, North Port-Sarasota Area, United States

Gary Plum is a Gary uses a sophisticated and balanced investment approach to help clients of The Milestone Financial Group to achieve their financial aspirations and, ultimately, the lifestyle they desire. His past knowledge and experience of running a family business allows him to understand and find solutions for the financial needs and concerns of small business owners. His investment experience in areas such as options trading provides his clients with access to a wide range of potential opportunities, depending on what is appropriate for their situation. Gary enjoys working with clients that have a diverse set of needs and finding balanced solutions to fit each unique situation. Gary has over 23 years of experience as a financial advisor; starting his career at A.G. Edwards and Sons in 1997. He has spent his entire life working and living in Manatee County. He was elected Vice President of his senior class at Palmetto High School before moving to Tallahassee, Florida, where he attended Tallahassee Community College and Florida State University. He has served on the boards of Manatee County Girls Club, American Heart Association, Care Net Manasota, Coastal Conservation Association of Manatee County, Past Chairman Crosthwait Memorial Fishing Tournament and was the Past Treasurer of the Bradenton Yacht Club. A third-generation native of Manatee County, Gary lives in Palmetto with his wife Laura and enjoys spending time with their five children in the outdoors.