As founder and CEO of Gaulden & Associates Wealth Management, Gary has been in the financial services industry for 30 years. He is a CFP® CERTIFIED FINANCIAL PLANNER™ practitioner, and he has been recognized as one of Barron’s® Top 1,200 Financial Advisors*, 2014-2020-- as well as Forbes Best-in-State Advisors**, 2018-2020. A native of Greensboro, Gary earned his degree in Business Administration from the University of North Carolina at Chapel Hill (Phi Beta Kappa). Not only is he fortunate to have his wife, Jill, working with him at the firm, his children, Blake & Brittany, work and live in Durham as well. Gary and Jill both enjoy international travel, as well as being at their beach home-- along with boating, fishing and their three dogs.
*Barron's Magazine Top 1200 Advisors in America and Top 50 Financial Advisors in Alabama are chosen based upon a proprietary methodology consisting of three major components: assets under management, revenue generated for their firms, quality of service and regulatory records. Investment performance is not an explicit factor, because audited performance records are not available. Total assets are all assets overseen by the adviser's team, including some that are held at other institutions. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. No compensation was received from participating firms or advisors. This ranking is not indicative of the advisor's future performance.
**The Forbes/SHOOK Best-In-State Advisors list spotlights more than 4,000 top advisors across the country. Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research. SHOOK Research evaluated candidates on five criteria: in-person interviews, industry experience, compliance records, revenue produced, and assets under management. The award may not be representative of any one client’s experience. The award is not indicative of the investment advisor’s future performance. The advisor does not pay a fee to be a recipient of the award.