Advisors at this firm
James B
Series 63, Series 65
Abington, PA
Gibraltar Wealth Management, LLC
James Bickley is a financial advisor with Gibraltar Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with the State of Pennsylvania since 2013 and has been involved with Cresap, Inc., NASD, and his own firm, Bickley & Associates, Inc., for over two decades. In addition to his advisory role, he serves as an auctioneer for the State of Pennsylvania. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial counseling, investment management, retirement-plan advisory, and wealth management services. The firm utilizes a blend of proprietary and model-driven approaches, manages a substantial portion of assets non-discretionarily, and provides specialized programs including Relative Strength advisory and sub-advisory services to a private fund.
William M
Series 63, Series 65
Abington, PA
Gibraltar Wealth Management, LLC
William Miller is a financial advisor at Gibraltar Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brinker Capital and KRPG Advisors, LLC. Miller has also provided ERISA 3(21) and 3(38) investment advisory services through KRPG Advisors. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial counseling, investment management, and retirement-plan advisory services. The firm utilizes proprietary and model-driven approaches, manages a significant portion of assets non-discretionarily, and offers specialized programs such as Relative Strength advisory and interactive services for active investors.
James D
Series 63, Series 65
Abington, PA
Gibraltar Wealth Management, LLC
James Dodderidge is a financial advisor at Gibraltar Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gibraltar since 2021. His prior experience includes roles at L.L. Bean and Cresap Inc. outside the financial sector. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial counseling, investment management, retirement-plan advisory, and wealth management services. The firm combines proprietary and model-driven approaches with independent manager allocations, managing a substantial portion of assets non-discretionarily and offering specialized advisory programs.
Douglas H
Series 63, Series 66
Abington, PA
Gibraltar Wealth Management, LLC
Douglas Hopkins is a financial advisor at Gibraltar Wealth Management, LLC with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gibraltar Wealth Management since 2020, following a 31-year tenure at Coordinated Capital Securities, Inc. He has also been associated with VGI since 1982. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial counseling, investment management, retirement-plan advisory, and wealth management services. The firm utilizes a combination of proprietary and model-driven approaches, offers specialized advisory programs, and manages a significant portion of its assets on a non-discretionary basis.
Donna W
Series 63, Series 65
Abington, PA
Gibraltar Wealth Management, LLC
Donna Woytek is a financial advisor with Gibraltar Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Gibraltar Wealth Management since 2002 and also has a long tenure with Cresap, Inc. Gibraltar Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial counseling, investment management, retirement-plan advisory, and wealth management services. The firm uses a combination of proprietary and model-driven approaches, including specialized programs such as Relative Strength advisory and an interactive service for active investors.