Gramercy Park Wealth Advisors, LLC

Brian Cote is a financial advisor at GPWA, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Advisors LLC and Smith WB Financial Group. In addition to his advisory role, he is involved with Endurance Strategies, where he acts as a loan broker providing financing solutions and market intelligence to clients. GPWA serves individuals, small businesses, trusts, estates, charities, and retirement plans by offering asset management, financial and business planning, and ERISA plan services. The firm employs a blend of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to develop client-specific portfolios and manages accounts on a non-discretionary basis, often working with third-party managers.

Dean Toscano is a financial advisor with GPWA, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at GPWA since 2015 and has been affiliated with Mass Mutual since 2012. In addition to his advisory work, Toscano teaches Economics and Personal Finance at Renew Christian Academy in Franklin, TN. GPWA, LLC serves individuals, small businesses, trusts, estates, charities, and retirement plans, providing asset management, financial and business planning, and ERISA plan services. The firm employs a combination of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to develop client-specific allocations and manages accounts on a non-discretionary basis while coordinating with third-party managers.

Tammy Paxton is a financial advisor at Gramercy Park Wealth Advisors, LLC (GPWA) in Nashville, TN, holding CFP®, Series 63, and Series 65 credentials with 19 years of industry experience. She has worked at several firms including Assurance Financial Partners, APO Financial Services, and Horter Investment Management. Paxton is also involved as a sales representative with National Gold Consultants, specializing in precious metals. GPWA serves individuals, small businesses, trusts, estates, charities, and retirement plans by providing asset management, financial and business planning, and ERISA plan services. The firm uses a combination of fundamental, technical, quantitative, and Modern Portfolio Theory methods to create client-specific allocations and offers non-discretionary management with third-party manager referrals.

Andres Sandate is a financial advisor with GPWA, LLC, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His prior positions include roles at Endurance Securities, LLC and Advisory Group Equity Services, Ltd. He is also the founder and host of the ATL Alts Podcast, which features interviews with entrepreneurs and investors in alternative investments and the financial services industry. Additionally, he is involved in several investment-related ventures, including serving as a profits interest partner in Teton Crypto Capital Fund I, LLC and managing a special purpose vehicle acquiring pre-IPO shares of Ripple. GPWA, LLC serves individuals, small businesses, trusts, estates, charities, and retirement plans by providing asset management, financial and business planning, and ERISA plan services. The firm employs a combination of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to create customized client portfolios, managing accounts on a non-discretionary basis and coordinating third-party managers.