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John G
Series 63, Series 65
Edmond, OK
Dynamic
John Gillespie is a financial advisor with Dynamic, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His career includes roles at Access Financial Group, Estate Planning Designs, and Route 66 Trust, among others. Gillespie is also president of a charitable nonprofit organization, Carved In Stone, Inc., serves on the board of The Signatry from National Christian Foundation Heartland, and is an author of books. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support solutions, with a focus on customized, long-term investment strategies and comprehensive support for other advisers.
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