Gary Guglielmello took an unusual path after graduating from Nichols College. Armed with an accounting degree, he spent three years in corporate accounting, then transitioned into the small business world for five years. That experience taught him that while service is important for business success, customer relationships build long-term value.
Recognizing that his true strengths were in finance, he became a financial advisor. Some 30 years later, he says it’s still fun to get involved in people’s lives and see them accomplish their goals. Three simple queries help him advise his clients:
- What do you want?
- Let’s take a look at where you are
- How can we help you get there?
There’s always an opportunity to do a little better financially, and Gary enjoys working closely with his clients to help them reach their goals and realize their dreams. His coaster collection offers a quick hint that he loves to travel with his wife and (schedules permitting) their three grown children. Gary continues to work his way through a bucket list of destinations. He’s very involved with his church and loves to be active. Gary still enjoys playing basketball, tries to improve his golf game and attends many local and Boston sporting events.
Areas of Focus
Comprehensive Financial Planning
Retirement Planning Strategies
Retirement Income Strategies
Saving for Education
Estate & Legacy Planning Strategies
Series 7, 24, 63, Life, Accident and Health
Certified Financial Planner® designation
Nichols College, BS Accounting, 1979
Nichols College, MBA, 1983