Advisors at this firm
Brian C
Series 63, Series 65
Nashville, TN
GPWA, LLC
Brian Cote is a financial advisor with GPWA, LLC in Nashville, TN, holding Series 63 and Series 65 licenses and offering 25 years of industry experience. He has been with GPWA, LLC since 2014. Outside of his advisory role, Mr. Cote works as a loan broker and consultant for Endurance Strategies, where he assists clients in securing and negotiating various financing solutions. GPWA, LLC serves individuals, small businesses, trusts, estates, charities, and retirement plans, providing ongoing asset management and comprehensive financial and business planning. The firm creates client-specific investment strategies based on fundamental, technical, and quantitative analysis, managing all accounts on a non-discretionary basis.
Dean T
Series 66
Nashville, TN
GPWA, LLC
Dean Toscano is a financial advisor with GPWA, LLC in Nashville, TN, holding a Series 66 designation and 13 years of industry experience. He has been with GPWA since 2015 and also works with MassMutual. Toscano teaches Economics and Personal Finance at Renew Christian Academy in Franklin, TN. GPWA, LLC is a state-registered advisory firm serving individuals, small businesses, trusts, estates, charities, and retirement plans. The firm provides asset management and comprehensive financial planning, using fundamental, technical, and quantitative analysis to create client-specific investment strategies managed on a non-discretionary basis.
Tammy P
CFP®, Series 63, Series 65
Nashville, TN
GPWA, LLC
Tammy Paxton is a Certified Financial Planner® with 18 years of industry experience, currently serving as an advisor at Gramercy Park Wealth Advisors, LLC (GPWA, LLC). Her prior experience includes roles at APO Financial Services, Assurance Financial Partners, Horter Investment Management, MML Investor Services, Capital Financial Group, and MassMutual Life Insurance Company. In addition to her advisory work, she is involved as a sales representative with National Gold Consultants, specializing in precious metals wholesaling. GPWA, LLC is a state-registered advisory firm serving individuals, small businesses, trusts, estates, charities, and retirement plans. The firm provides asset management, financial and business planning, and ERISA plan services, developing client-specific investment strategies based on fundamental, technical, and quantitative analysis, as well as Modern Portfolio Theory.
Andres S
Series 63, Series 65, Series 66
Smyrna, GA
GPWA, LLC
Andres Sandate is a financial advisor with GPWA, LLC, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Advisory Group Equity Services, Endurance Securities, Tuxedo Capital Partners, and Cygnus Capital Real Estate Advisors. Outside of advisory work, he is the founder and host of the ATL Alts Podcast, which features interviews with entrepreneurs and investors in alternative investments and startups, and he is involved in several investment-related ventures including a profits interest partnership in Teton Crypto Capital Fund I and management of a special purpose vehicle acquiring pre-IPO shares of Ripple. GPWA, LLC serves individuals, small businesses, trusts, estates, charities, and retirement plans by providing asset management, financial and business planning, and ERISA plan services. The firm employs client-specific investment strategies using fundamental, technical, and quantitative analysis along with Modern Portfolio Theory, managing accounts on a non-discretionary basis and overseeing any third-party managers to which clients are referred.