Howles brings fresh perspective to regional firm’s growing full-service advisory team

West Hartford, CT — GYL Financial Synergies (“GYL”), an independent registered investment advisory firm with offices in New Jersey, Connecticut, New York and Pennsylvania, is pleased to announce the appointment of Brian Howles as  Senior Wealth Advisor and Portfolio Manager, based in its Wayne, PA office.

With a strong background in analyzing investment strategies and processes, he brings more than a decade of industry experience to his new role at GYL.

Brian oversees client accounts with a focus on asset allocation, portfolio management and financial planning, as he excels in constructing and executing portfolios tailored to meet client goals. Brian’s proactive approach will ensure clients receive strategic guidance and personalized service, enhancing their long-term financial picture.

“We’re excited to be expanding our advisory presence in Wayne, PA,” said CEO & Co-Founder Gerald B. Goldberg. “Brian will serve as a wonderful addition to our advisory team and aligns with GYL’s core commitment to clients, community, and workplace culture.”

Brian has his Series 65 license and is also a CFA level 3 candidate. He received his Bachelor of Business Administration in Economics from Loyola University Maryland and is a Presidential Scholar and Honors Program graduate.

GYL puts in the effort to help clients achieve their goals, and with the skillset Brian has to offer, including client communication and data analysis, the business will be even stronger.

About GYL Financial Synergies                                                                                                                    

GYL Financial Synergies, LLC is an independent registered investment advisory firm with $6.2 billion of assets under management and $5.4 billion of assets under advisement as of March 31, 2024. GYL Financial Synergies is a part of Focus Financial Partners, a leading partnership of independently managed wealth management firms. Learn more about GYL Financial Synergies at www.gylfinsyn.com.

DISCLOSURE STATEMENT

GYL Financial Synergies, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission (“SEC”) and maintains a principal office in the State of Connecticut. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Additional information about the firm is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

CAR20240719BHPRGYL