Brian Gamble and Drew Wray Receive CERTIFIED FINANCIAL PLANNERTM CertificationNovember 8th, 2016
First Long Island Investors, LLC is pleased to announce that Brian Gamble, Vice President, Wealth Management, and Drew Wray, Assistant Vice President, Wealth Management, have both obtained their CERTIFIED FINANCIAL PLANNERTM certification.
Brian has been part of the First Long Island Investors team for over 10 years. He is a member of the investment committee and is a member of sub-committees for many of our investment strategies. Brian is responsible for identifying and vetting potential investments and the ongoing evaluation of current investments/holdings. Brian is part of the team which develops initial and ongoing asset allocation recommendations for clients.
Drew joined First Long Island Investors in 2015. His responsibilities at the firm include research of prospective investments, ongoing evaluation of existing positions, and trading. Drew is also a member of the investment committee as well as the sub-committees for several FLI strategies. Drew has worked in the wealth management industry for four years and held an analyst role at Morgan Stanley prior to joining our team.
“We are excited to add this new set of tools and education to our team, as we develop comprehensive wealth management solutions for our clients,” said Chairman, CEO and CIO, Robert D. Rosenthal. “The education Brian and Drew have received complements their other work at FLI and brings to the table a new set of ideas and strategies for developing a customized approach for each of our clients based on their situation, risk tolerance, and goals.”
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold the Certified Financial Planner Board of Standards Inc.’s Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.