Ronald Gelok & Associates, LLC

Christian Vivas is a financial advisor at Ronald Gelok & Associates, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AAG Capital Inc and Prudent Publishing / The Gallery Collection. Outside of his advisory role, he serves as a group fitness instructor at the Madison and Meadowlands YMCA locations. Ronald Gelok & Associates provides customized wealth management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach focuses on fundamental analysis and client-specific portfolio construction, often utilizing independent managers and direct investments in mutual funds, ETFs, and equities.

Ronald Gelok is a financial advisor at Ronald Gelok & Associates, LLC in Naples, Florida, with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has held various roles including positions at Purshe Kaplan Sterling Investments, RGA Advisory LLC, and his own firms dating back to 1993. In addition to his advisory work, he maintains a part-time law practice and has experience in export marketing services. Ronald Gelok & Associates serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers customized wealth management and financial planning, using a fundamental analysis approach and client-specific portfolio construction, typically through independent managers and discretionary management platforms.

Daniel Sherman is a financial advisor at Ronald Gelok & Associates, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services, MassMutual Life Insurance Company, Lenox Advisors, Bank of America, and Merrill Lynch. Outside of advisory work, he serves as an ocean lifeguard. Ronald Gelok & Associates provides customized wealth management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach emphasizes fundamental analysis and client-specific portfolio construction, utilizing independent managers and direct investments with ongoing monitoring and quarterly reviews.

Brian Ginty is a financial advisor with Ronald Gelok & Associates, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at LPL Financial, Merrill, Bank of America, MassMutual, and MML Investors Services. In addition to his advisory work, he is involved in the sale of life insurance and non-variable annuities. Ronald Gelok & Associates provides customized wealth management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm’s investment approach emphasizes fundamental analysis and client-specific portfolio construction, often utilizing independent managers and discretionary management platforms.