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Christopher G

Series 63, Series 65

Sarasota, FL

Independent Financial Group, LLC

Christopher Gleason is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Girard Securities Inc., and has been affiliated with Massachusetts Mutual Life Insurance Company since 1992. Gleason also operates Gleason Financial as a marketing entity related to his advisory work. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm utilizes both firm- and third-party models to develop tailored client strategies across various risk profiles, offering financial planning, portfolio management, and retirement plan services.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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