Gloria Shouldis, CPA

Senior Wealth Advisor

Designations and Licenses

Gloria is a Certified Public Accountant.

Experience and Education

Gloria provides high-net-worth individuals, families and business owners with comprehensive wealth management services, including tax and estate planning, risk management and retirement planning, to help them meet their objectives and grow and protect their wealth.

Prior to joining the firm, she worked as a controller for PumpMan. Prior to that, she was an accounting manager for PKF O’Connor Davies, specializing in compliance and planning for individual, partnership and corporate tax clients.

Gloria has bachelor’s and master’s degrees in business administration with a concentration in accounting from Felician College, New Jersey. She graduated in top 1% of the business department with high academic honors and was inducted into the Sigma Beta Delta Business Honor Society. Gloria is a member of the American Institute of Certified Public Accountants (AISCPA) and the New Jersey State Society of Certified Public Accountants (NJSSCPA).

Personal Interests

She was a former NCAA DII basketball player. In her free time, Gloria enjoys running, Zumba and raising her toddler twins. For several years, she was a finance committee member for Habitat for Humanity of Paterson, New Jersey.

Gloria’s Office

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