Gloria Rotner has provided administrative support to Forward Financial Strategies and its clients since 2013. She began her investment industry career in 1999 with Morgan Stanley Dean Witter in Boulder, Colorado, and has extensive experience managing and servicing a wide range of investment accounts and insurance products.
Before becoming an LPL Registered Administrative Assistant in 2011, Gloria was an LPL financial advisor for five years. She maintains her FINRA Series 7, 63, and 65 securities registrations through LPL Financial.
Prior to joining LPL, Gloria became a licensed insurance agent in 2000, worked for a MassMutual regional office, and became knowledgeable about the intricate details of servicing annuities and life insurance.
In 2008 Gloria was accepted by the CFA Institute as a candidate for the coveted Chartered Financial Analyst designation. She attended Colorado Christian University, Community College of Denver, and Westmoreland County Community College.
Prior to pursuing her career in financial services, Gloria worked in the field of alternative healthcare. (She often explains that, while she used to take care of an individual’s physical health, now she takes care of their financial health.)
Forward Financial Strategies is pleased to have Gloria’s caring and friendly personality on staff.
Gloria is a native of Pennsylvania and relocated to the Rocky Mountain region in 1985. She, her husband, two horses and two cats enjoy the simplicity of their country lifestyle.