Michael B. Gladstone

Senior Vice President, Investments

Biography

As a fully licensed investment professional with close to 25 years of experience in the industry, I have extensive knowledge in financial planning. This includes providing financial services and strategies for affluent individuals, families, institutions and corporations. I implement wealth management strategies for you by concentrating on portfolio management.

I am strongly committed to long term relationships and strives to deliver exceptional client service. I listen carefully to your goals, values, aspirations, and concerns. Based on this input, I then work to help you achieve your financial objectives. My main focus is ALWAYS putting you and your best interest first.

I graduated from San Diego State University with a degree in Business Administration. I began my career in wealth management at PaineWebber/UBS where I worked for 13 years and just celebrated my 15 year anniversary at Wedbush. I have achieved The President's Club award every year I have worked at Wedbush which is an award honoring the top 25 brokers in the firm. I feel my biggest achievement in business does not come on a plaque; it comes from instilling a sense of financial security with ALL of my clients.

I have been a South Orange County resident for almost 20 years. I have been married to my wife Karen for 18 years with two children; boy and girl twins that are 12 years old. I am an active member in my community and love spending my free time being involved with my kids sports and activities.

PRESIDENTS CLUB

Presidents Club Logo

 

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

SPECIALIZATIONS

  • Financial Planning
  • Mutual Funds
  • Retirement Planning
  • Stocks and Bonds

Mission Statement