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Francis C
Series 66
Blue Bell, PA
Gladstone Wealth Partners
Francis Ciocari III is a financial advisor at Gladstone Wealth Partners with 28 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved with IRON EDGE VC LLC, a non-investment related business. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions, with investment approaches tailored at the representative level.
Andrew C
Series 63, Series 65
Blue Bell, PA
Gladstone Wealth Partners
Andrew Campbell is a financial advisor at Gladstone Wealth Partners with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial, Bank of America, Merrill, and Citizens Securities. He also teaches at Montgomery County Community College. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of investment and retirement planning services implemented through a network of nearly 100 advisors.
Michael N
CFP®, ChFC®, Series 66
Blue Bell, PA
Gladstone Wealth Partners
Michael Neill is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Gladstone Wealth Partners in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that includes individual equities and bonds, mutual funds and ETFs, alternative investments, and tax-managed strategies.
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