Gary Katz

Registered Representative at Lincoln Financial Advisors

📍 Port Chester, New York, United States

Gary Katz is a Registered Representative at Lincoln Financial Advisors, where his practice centers on the planning and benefits needs of business owners, executives, and retirees. He leverages a unique financial planning process developed over 40 years. He is a graduate of the University of Miami.

Garys personal interests appear to include music, as he was a member of the Phi Mu Alpha music fraternity in college. He also shows an interest in entrepreneurship and education, following related organizations.

He utilizes a comprehensive financial planning process that has been refined over the last four decades.

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Experience

45 Years

Current Role

Registered Representative

Job Level

Junior

Location

Port Chester, New York, United States

Personality Overview

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Priorities

Topics Gary cares about

Retirement Planning

His practice focuses on the specific investments and strategies required to help clients successfully navigate into and through retirement.

Business Owner Needs

He specializes in addressing the financial planning and benefits needs unique to business owners and their executive teams.

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Career

Work history

10-1980

Registered Representative

Lincoln Financial Advisors

In the press

Media appearances

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Education

1967 - 1972

Bachelor of Arts (B.A.)

University of Miami

Social presence

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