Michael B. Gladstone

Biography

Michael has over 30 years of industry expertise. Specializing in financial planning for affluent individuals, families, institutions, and corporations, he excels in implementing effective wealth management strategies with a sharp focus on portfolio management. Committed to long-term relationships and exceptional client service, Michael listens attentively to clients' goals, values, and aspirations, working diligently to guide them in working toward achieving financial objectives while prioritizing their best interests.

Before joining Wedbush in 2002, Michael began his career in wealth management at PaineWebber/UBS where he dedicated 12 years honing his expertise. For over two decades now, Michael has been a valuable asset to the Wedbush team, consistently earning The President's Club award, an accolade reserved for the top producers in the firm. Michael graduated from San Diego State University with a degree in Business Administration, a testament to his commitment to continuous learning.

A resident of South Orange County for over 20 years, Michael has enjoyed a lasting 24-year partnership with his wife, Karen. Proudly parenting boy and girl twins currently attending college, he actively participates in community activities and finds solace at the beach where he loves to spend time with his family.

 

Recognized by the firm as a member of the prestigious President's Club for his outstanding contributions.

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Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

• Open a Wedbush NEXT spend account
• Set and manage savings goals
• Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

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PRESIDENTS CLUB

 

Recognized by the firm as a member of the prestigious President's Club for outstanding contributions to the Wealth Management Division.