Gloria Shouldis, CPA

Wealth Advisor
New York City, New York

Designations and Licenses

Gloria is a Certified Public Accountant.

Experience and Education

Gloria works with clients on financial planning solutions including income, gift and estate tax planning, business tax compliance, insurance, asset allocation and portfolio management.

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.

Gloria has  bachelor’s and master’s degrees in business administration with a concentration in accounting from Felician College, New Jersey.

Personal Interests

In her free time, she enjoys running, Zumba and raising her toddler twins.

Gloria’s Office

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