Gladstone Wealth Partners
Owen Pardo is a seasoned financial professional with extensive experience in wealth management and investment. Currently serving as Senior Vice President of Private Wealth at Gladstone Wealth Group since August 2020, Owen has held key positions at notable firms including Wachovia Securities Financial Network, Wells Fargo Advisors, AG Edwards, Citigroup, and Goldman Sachs. Throughout a career spanning over four decades, Owen has focused on assisting high net worth investors with money management and helping businesses with retirement asset management. Owen holds an MBA in Finance from Baruch College and a BS in Psychology from the State University of New York at Stony Brook.
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Gladstone Wealth Partners
At Gladstone Wealth Partners, we strive to give the best service in all financial matters. We will guide your planning (financial, tax, strategic, and philanthropic), investment management (asset allocation, risk management, investment due diligence and analysis, discretionary asset management and trading) and administration (advisor coordination and reporting). We are here to provide you with coordinated planning and advice for all aspects of your financial life with the goal that your asset base is not only maintained but that you reach the goals and objectives you have set for your family’s financial future. Securities offered through LPL Financial, Member SIPC (www.sipc.org). Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners and Gladstone Institutional Advisory are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.gladstonewealth.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.