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Tracey M

Series 63

Port Jefferson, NY

GWN Securities Inc.

Tracey Marz is a financial advisor at GWN Securities Inc. with 10 years of industry experience. She holds a Series 63 designation and has worked at GWN Securities since 2016. Outside of her advisory role, she serves as vice president and bookkeeper for a tile construction company founded by her husband. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, and manages approximately $3.65 billion across more than 37,000 client accounts.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Eugene D

Series 63

Port Jefferson, NY

GWN Securities Inc.

Eugene Donohue is a financial advisor with GWN Securities Inc., holding a Series 63 designation and over 30 years of industry experience. He has been president of Eugene J Donohue Inc. and Donohue & Associates, Inc. since 1983. Outside of advising, he serves as a director at Skilles Unlimited, a non-investment-related business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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