Palm Beach Gardens, FL North Jog Road logo

Palm Beach Gardens, FL North Jog Road Office

Team
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GWN Securities Inc. logo

GWN Securities Inc.

Enterprise

Firm-wide stats for GWN Securities Inc.

Total advisors

451

Across 215 offices

Clients per advisor

84 High

Avg AUM per client

$125,430 Very Low

HNW client ratio

6% Low

About

GWN Securities provides investment advisory and related services to individual clients (including high‑net‑worth investors) and corporate/business clients through a range of managed account programs, financial planning, and selection/introduction to third‑party managers. Its service menu is organized into multiple branded programs (e.g., Managed Account, Premier, Total Access, FMAX) that deliver discretionary portfolio management, model portfolios, and financial planning consults.

The firm implements portfolios using a mix of affiliated and unaffiliated sub‑advisers and model-based allocations grounded in asset allocation and Modern Portfolio Theory, while permitting Representatives to select or replace sub‑advisers for client accounts. Certain programs described in the brochure rely on technology platforms (notably the Fidelity‑sponsored FMAX) and the firm discloses use of AI transcription for meeting records and operational purposes.

What distinguishes GWN from many peers is its historic and continued use of market‑timing and momentum‑based strategies in legacy programs (for example, the DRM Direct, CyAM, StAR and MOM programs), a strategy the brochure treats as a trading/tactical approach rather than buy‑and‑hold. The brochure also notes the firm does not list charitable organizations or pension/profit‑sharing plans among its client types and describes integrated broker‑dealer and affiliated insurance/adviser relationships that can affect product availability and compensation.

Based on GWN Securities Inc.

Expertise

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

Based on GWN Securities Inc.

Occupation focus

Founder/Business Owner

Based on GWN Securities Inc.

Location

11440 North Jog Road

Palm Beach Gardens FL 33418

Advisors at this office

42

Advisors at this office

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Robert L

Series 63, Series 65, Series 66

Palm Beach Gardens, FL

GWN Securities Inc.

Robert Layton is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His career includes roles at multiple firms such as Avanti Securities, Ocean Financial Advisors, and Allaria Securities. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs a combination of affiliated and unaffiliated sub-advisers and uses market-timing and momentum-based strategies in some programs.

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

Series 63, Series 65

Palm Beach Gardens, FL

GWN Securities Inc.

John Puritz is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His background includes roles at PFS Investments, Primerica Financial Services, and community involvement with local churches. Outside of his advisory work, he is an author, speaker, and podcast host focused on personal development and also performs as a freelance drummer for local bands and churches. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both traditional asset allocation and tactical trading strategies.

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

Series 63, Series 65

Palm Beach Gardens, FL

GWN Securities Inc.

Odoll Williams Jr. is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at GWN Securities since 2019 and previously held roles at VOYA Financial Advisors. He is also a classroom instructor for state licensing exam preparation. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager introductions. The firm combines model-based allocations and discretionary portfolio management with the flexibility to select sub-advisers, employing both traditional and market-timing strategies.

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

Series 63, Series 65

Palm Beach Gardens, FL

GWN Securities Inc.

Denton Brooks is a financial advisor with GWN Securities Inc. in Hudson, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at GWN Securities since 2006 and has also been affiliated with ING and Cleercreek Financial Corp for over two decades. Outside of his advisory roles, he is the owner of Cleercreek Financial Group, which sells life, health, and annuity products, and manages a family limited partnership trust. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, operating through a network of about 423 advisors and managing 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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Mikell A

Series 63, Series 65

Palm Beach Gardens, FL

GWN Securities Inc.

Mikell Admire is a financial advisor at GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials with three years of industry experience. Prior to joining GWN Securities, Mikell worked at OneAmerica Securities Inc., American United Life, W&S Brokerage Services Inc., and Amrock. He serves on the board of the Washington County TN Library Foundation and is involved in financial advising and insurance through other business activities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and model-based allocations, employing tactical strategies including market-timing and momentum-based approaches.

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

Series 63, Series 65

Palm Beach Gardens, FL

GWN Securities Inc.

Elizabeth Baker is a financial advisor at GWN Securities Inc. with 3 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2022. Baker also operates Voyage Retirement, where she assists clients with insurance solutions and manages a Medicare referral business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies, and manages approximately $3.65 billion across more than 37,000 accounts.

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

Series 65, Series 66

Palm Beach Gardens, FL

GWN Securities Inc.

Laura Bornheimer is a financial advisor at GWN Securities Inc. with 37 years of industry experience. She holds Series 65 and Series 66 licenses and has been with GWN Securities since 2004. Outside of her advisory work, she is the owner of Bornheimer Farms LLC, an orchard farm specializing in organic vegetables. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs both affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies in certain legacy programs.

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

CFP®, Series 66

Palm Beach Gardens, FL

GWN Securities Inc.

Sara Scholl is a CFP® with 18 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2017. Before joining GWN Securities, she worked at MSI Financial Services, Inc. for one year. Outside of her advisory work, she co-owns Regaroo LLC, a company that designs and markets products for online sales. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, offering discretionary portfolio management, model portfolios, and financial planning. The firm uses a blend of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

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

Series 66

Palm Beach Gardens, FL

GWN Securities Inc.

Stiles Higgins is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and has worked in various roles across educational institutions and business sectors. GWN Securities provides investment advisory and related services to individual and corporate clients through a range of managed account programs, financial planning, and third-party manager introductions. The firm employs a combination of affiliated and unaffiliated sub-advisers and model-based allocations, incorporating market-timing and momentum-based strategies in select programs.

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

Series 63, Series 65

Palm Beach Gardens, FL

GWN Securities Inc.

Nicholas Mcintee is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with GWN Securities since 2010. In addition to his advisory role, he works as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. 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 supports a large network of advisors and employs 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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Carl N

Series 63, Series 65

Palm Beach Gardens, FL

GWN Securities Inc.

Carl Neitzel is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he provides consulting services related to software for select clients. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm combines model-based portfolio management with the flexibility for representatives to select sub-advisers and utilizes both traditional and tactical investment strategies.

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

CFP®, Series 63

Palm Beach Gardens, FL

GWN Securities Inc.

Mark Horevitz is a CFP® with 40 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2015. He is also president and part owner of Florida Actuarial Corp, a firm specializing in 401(k) plan consulting. Horevitz has held community leadership roles, including serving as president of the Davie and West Hollywood Kiwanis. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individuals and business clients. The firm supports 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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Aakash T

Series 66

Palm Beach Gardens, FL

GWN Securities Inc.

Aakash Thakor is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Tiluk Capital Management LLC and ForOurHomes LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers through a large network of advisors, utilizing a range of managed-account programs and model portfolios.

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

Series 63, Series 65

Palm Beach Gardens, FL

GWN Securities Inc.

Laura Sivalia is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and having 26 years of industry experience. Her prior experience includes roles at Ameritas Investment Corp, Capital Choice Investment Advisers, and CCF Investments. In addition to her advisory work, she is the owner and president of A&A Tax Solutions, Inc., which provides tax return preparation and client tax planning services, and she also works as an independent insurance agent specializing in life and long-term care insurance. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning options. The firm’s approach includes discretionary portfolio management and model portfolios using both affiliated and unaffiliated sub-advisers, with strategies ranging from asset allocation based on Modern Portfolio Theory to tactical market-timing and momentum-based methods.

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

Series 65

Palm Beach Gardens, FL

GWN Securities Inc.

Marcellous Fletcher is a financial advisor at GWN Securities Inc. with three years of industry experience. He holds a Series 65 designation and has worked at GWN Securities since 2022. Additionally, he serves as a Retirement Consultant at Voyage Retirement Solutions, where he assists county employees with managing insurance accounts such as 403(b) and life insurance policies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

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