Gary Weinlein, CLU, ChFC, BFA™

Practice Consulting Regional Director

Gary Weinlein is a practice consulting regional director at 1st Global, where he consults with CPAs to help them incorporate wealth management into their practices and facilitates meetings for groups of advisors who gather together to promote accountability and best practices with one another. He began his career at 1st Global in 2012 and appreciates that he is able to influence advisors to complete the tougher tasks that eventually allow them to accomplish the goals and aspirations for which they’re striving.

Gary received his Bachelor of Science degree from Rensselaer Polytechnic Institute, and his fascination with economics and the markets eventually led him to the financial services industry. Prior to 1st Global, he was the vice president of financial planning at Atlas Private Wealth Management and the director of development at Northwestern Mutual. His desire to enter the consulting field was largely inspired by his love of sports — he enjoys being able to coach others and provide positive influences for them so that they can continue to grow in their roles and strive for greater achievements. He is a member of the Financial Planning Association and the Financial Services Institute, and he has passed his FINRA Series 6, 7, 24, 63 and 66 exams. He is also a Kolbe Certified™ Consultant.