Trish Gleason

Wealth Advisor

A recognized and valued veteran in the financial services and insurance industry with 27 years of experience holding her Series 7, 63, 65 licenses, Florida 2-15 Life, Health and Variable Annuities, and Licensed Florida Real Estate Agent. Trish is a member of Pension Network Organization (WIPN) and Women in Defense (WID). A mother of three and grandmother of nine, Trish values her spare time with family. She is proud to serve business owners, families, and family office executors by offering unique wealth planning strategies including leveraging, tax free investing, passive income, liquidity and more. Consistently striving to offer value-added services, Trish also became a Florida Licensed Real Estate Agent in 2019 to understand the system and her clients’ potential for passive income options. She is passionate about education and helping her many clients, especially doctors, to visualize their potential to expand their practices and put in place a secure financial risk management system. This education provides doctors/clients with a plan to increase their valuation (especially when it is time to exercise their succession plan) and implement a cash flow turn-key plan and more. Specializing in creating advanced financial plans including unique leveraging strategies that some of the wealthiest doctors and family office executors are implementing today.