Director of Sales Support
Gordon joined Summit Brokerage Services in September 2009, working with financial advisors on an objective, consultative basis to assist them with comparison and selection of products based on each client’s unique needs. Gordon has almost 33 years of experience in the financial services industry. He started his career as a specialist clerk on the New York Stock Exchange and then went into retail. After short stints in North Miami Beach and Los Angeles, Gordon enjoyed 19 years at Mutual Service Corporation as its Director of Sales Support prior to joining Summit Brokerage Services.
Gordon leverages his expertise in the areas of advisory services, mutual funds, ETFs, UITs, and alternative investments at Summit Financial Networks. Whether it’s finding a specific fund or ETF to enhance a client’s portfolio or helping advisors make the transition from commissions to fee-based, advisors can depend on Gordon for research and guidance.
Gordon also takes part in creating and sending out our daily Investment Ideas, maintains the Summit Mutual Fund Focus List, and works with our Strategic Partners to get timely product information out to the field.
Gordon studied Finance at the University of Florida and holds a Finra series 6 License.
Gordon enjoys spending his time outside work listening to and playing music, songwriting, and all sports.