Client Service Team Leader
Gail brings a specialized skill set to Vertex Planning Partners based on 30 years of experience in the financial services industry. She began her career in 1989 with an independent broker dealer. She supported several advisors at Morgan Stanley for many years before assisting various LPL Financial advisors over the past 15 years. Gail’s focus is on creating an exceptional client experience while facilitating complex advisor solutions.
Her excellent problem solving and resolution skills are central to her ability to interact with clients and advisors. In her spare time, Gail enjoys directing, producing and acting in live theater and of course special times with her family, including her adorable grandchildren.