Garbow to Bolster Firm’s Expanded Capabilities in Elder Care Planning and Services

West Hartford, CT — GYL Financial Synergies (“GYL”), an independent registered investment advisory firm with offices in Connecticut, New Jersey, New York, and Pennsylvania, is pleased to announce the appointment of Joan Garbow, LCSW, CCM, MSW as the new Director of Aging Life Care Planning.

“I am excited to join the GYL team and contribute to our mission of enhancing the quality of life for aging individuals and their families,” said Joan. “GYL’s dedication to holistic financial and elder care planning aligns perfectly with my own values, and I look forward to collaborating with our clients and team members to provide comprehensive support tailored to their unique needs.”

In her role as Director of Aging Life Care Planning, Joan leverages more than 25 years as a leader in the field of Aging Life Care and is a past President of the New England Chapter of the Aging Life Care Association ^TM. Joan is widely recognized by healthcare professionals as an extremely knowledgeable and effective advocate for her clients. Her professional social work experience has been focused on supporting the best quality of life for clients and families as they age. Joan brings this continued commitment to enhancing the lives of older adults as she collaborates closely with associates and advisors to provide solutions for age-related challenges.

“In an ever-evolving world, we are always on the lookout to recruit talented professionals to enhance our services,” says Gerald B. Goldberg, the firm’s CEO & Co-Founder. “Joan’s appointment underscores our commitment to broaden our capabilities to better serve our diverse clientele.”

Joan is a Licensed Clinical Social Worker and an Advanced Professional Member of the Aging Life Care Association ^TM (formerly National Association of Professional Geriatric Care Managers). She received her Master’s degree in Social Work from Columbia University and holds a Bachelor’s degree in Clinical Psychology from Tufts University. Additionally, Joan has served as President of the Board of Directors of the Connecticut Geriatrics Society and is the Vice President of the Gloria Gray Foundation.

As GYL continues to grow, Joan is just one of many strategic hires aimed at strengthening its capabilities. The firm remains committed to providing enhanced offerings, including value-added solutions, and an expanded team of dedicated financial advisors with decades of experience.

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.