Harold Pearson is Senior Vice President, Investments in the Sacramento Office of Wedbush Securities, and has over 35 years of experience serving clients. He is highly experienced in working with fixed income investments and regularly leverages bonds as part of his planning process.
In his role, he is dedicated to offering sound investment advice and is active in monitoring the goals of his clients. As the financial market changes, he adjusts clients’ portfolios in response to economic and market developments to sustain competitive portfolio performance.
Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), he will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy that will help you achieve your financial goals.
Pearson is a decorated veteran who served in the Air Force. He has lived in the Sacramento community for 43 years. Before settling in Sacramento, he was stationed in Italy for almost 2 years with the Air Force. He is the proud father of David, Harold, Angie, and Nicholas.
Contact Harold for a complimentary portfolio review or to learn about a personalized financial plan to grow your financial success.
As a Wedbush Financial Advisor, I am dedicated to serving my clients, both locally and worldwide. I believe my clients come first and I work hard to help them achieve their financial goals. With over 30 years of experience in the securities industry, I am committed to using my experience and knowledge to help educate clients to make informed investment decisions.
I also develop tailored investment strategies, to help my clients in reaching both their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
I would like to be your "Consultant for Life". Please contact me for a portfolio review.
BACKGROUND
I have been a Vice President, Investments at Wedbush for the past 15 years. Prior to joining Wedbush, I held positions at Sutro & Co., Charter Investment Group, Merrill Lynch, Pierce, Fenner & Smith, and Wells Fargo Bank (First National Bank of Oregon). I earned my Bachelor of Business Administration (BBA) from Central Washington University and my MBA from Portland State University. I am a former board member and treasurer of the America Cancer Society's Oregon Division. When not in the office, I enjoy gardening, golf, and white water rafting. I am a native of the Northwest, being born and raised in the Seattle area and moved to Oregon in 1973, where I have lived ever since. I have been married to my wife, Debbie, for over 40 years, and have 3 children (2 daughters and a son) and five grandchildren.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Doug Pryor, CIMA® is the Market Manager covering the Los Angeles, Ontario, Palm Desert, Traverse City, and Woodland Hills offices of Wedbush Securities. Over the course of his 27 year career, Doug formerly held positions at Morgan Stanley and Stifel Financial. While at Stifel, he started the Orange County branch, which he grew within three years from being the sole employee to having 9 advisors and 4 staff members in his office and recruiting another 9 advisors to other offices. He joined Wedbush in 2015 and in 2022 received his Certified Investment Management Analyst, CIMA®, designation.
As a manager, Doug believes in leading by example. His employees and advisors know that he is willing to do anything himself that he asks of them. He has an open door policy and uses his experience to determine priorities, stay organized, and complete tasks quickly. He goes out of his way to make his staff feel appreciated, valued, and makes sure their opinions and voices are heard. By creating an office culture of inclusion, he has kept his staff and advisors motivated to come to work every day which has helped him maintain a minimal turnover rate in his office.
Born and raised in Orange County, Doug obtained his Bachelor of Arts degree in Finance from California State University, Fullerton and currently resides in Palos Verdes with his wife, Shannon, and their five children. In his free time, he enjoys playing baseball and golf as well as visiting the coast as much as possible. He loves cheering on his children who play football, basketball, and cheerleading, and act in school musicals. He is a member of the City Club LA and regularly spends time networking with other professionals in the Los Angeles area.
As an Independent Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Background
Prior to joining Wedbush, I held positions at Wells Fargo Advisors and Morgan Stanley, with a total of 17 years experience in the financial advisory space. I graduated from LaSalle Military Academy and hold my FINRA series 7, 63, and 65 licenses. I love the great outdoors and have coached both High School Girls Softball and Recreational Soccer teams, as well as being the Former Vice Chairman of the City of Palm Springs Parks and Recreation. I am currently a board member of Palm Desert's Youth Sports Association, as well as a member of Mensa.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Dru Gilbert is a representative of the Wedbush Independent Franchise Owners Network working in Vancouver, Washington. He previously was the Office Manager for the Lake Oswego, Portland and Salem offices of Wedbush Securities. With over 37 years of experience in the investment business, he began his career at ML Stern & Co in Carmel where he specialized in selling Tax Free Municipal Bonds. After a move to Sacramento in 1989, he continued offering tax free bonds and conservative fixed income products for ML Stern. In 1999, he was asked to become the Assistant Manager of the Sacramento office of ML Stern and continued in that dual role until 2008 when left and opened the Sacramento office for Wedbush. Then in 2014, added managing the Roseville office of Wedbush as well. In 2017, he took an opportunity to move back to his native State of Oregon and take over the management of the Oregon offices of Wedbush. He served as manager of Lake Oswego, Portland and Salem until 10/30/2020.
As an advisor, he specializes in fixed income portfolios utilizing tax free and taxable municipal bonds, closed and open end funds, exchange traded funds and unit investment trusts. In addition, he now creates and manages his own select strategies for clients looking for long term growth opportunities. Putting and keeping the best interests of the client first has always been his policy as well as providing superior service to clients. Listening to their needs, building solutions to meet those needs, and communicating those solutions is what makes his connection with clients unique.
Born in Oregon and raised in Corvallis he attended the University of Nevada, Las Vegas for two years before returning to the Beaver State and graduated from Oregon State University, where he received his Bachelor of Science degree in Business Administration. He and his wife Darci, who have been married for 40 years, enjoy remodeling projects having done three homes and many other smaller projects. When they are not doing complete remodels, they enjoy spending their free time on smaller home projects. When not wearing his nail belt, Dru likes to ski, golf and ride mountain or road bikes.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
I am a Vice President of Investments in the Ontario office of Wedbush Securities. For over 22 years, I have advised individuals and families on financial and investment issues.
I pride myself on working with you in a straightforward manner, centering on goodwill, simplicity, and quality, not quantity. I am committed to a continuous dialogue that will enable me to help you attain your goals. I know that wealth may come in many ways— through hard work, life changes, or good fortune—but it may also bring uncertainty and anxiety. Because of this, I strive to become your and your family’s partner to help you build the future you desire.
I joined Wedbush in 2015, having worked in the financial services industry for nearly 20 years. For the first 17 years of my career, I was a corporate accountant before joining Crowell, Weedon & Company as a financial advisor in 1995. My leadership and expertise lead the company to extend a partnership invitation to me in 2009. I remained a partner for more than five years, until the firm was acquired by D.A. Davidson. I hold my Series 7, 63, and 66 licenses.
I am a longtime resident of Southern California, and currently live in Walnut, CA. I have been married to my wife, Bonnie, since 1980, and have one daughter and two sons. Outside of work, I enjoy basketball, soccer, and spending time with my grandchildren.
Attentive to assist you in articulating your goals and concerns
Thoughtful in developing strategies and solving complex issues
Strategic to identify opportunities that address both your intermediate and long-term goals