"Having known Gary Bonner for nearly a decade, sharing the stage with him during panel discussions, and working with him on many special projects, I am consistently impressed by his deep expertise in wealth management and his strategic insights. Gary's professional acumen, coupled with a strong work ethic, clearly sets him apart in the industry. He has not only driven millions of dollars to both the top and bottom lines for wealth management firms but also enhanced the enterprise value of these firms through his professional management skills. His expertise and depth of experience are simply invaluable. Gary not only possesses a keen understanding of market dynamics and operational excellence but also upholds the highest personal and ethical standards, making him a respected voice among peers. His contributions have helped me to become a better executive and a more effective post-merger integration specialist. I confidently recommend Gary for any leadership roles or collaborative opportunities in wealth management. His contributions are invaluable and his influence profound."
Michael Reed, Partner & Managing Director, Republic Capital Group
"I’ve relied on Gary for many years as an operations/technology resource. We’ve become close friends over the years, bouncing ideas off each other. I value his opinion so much, he’s a two-time guest on the COO Roundtable podcast!"
Matt Sonnen, COO, Coldstream Wealth Management
"Operators and integrators are very hard to come by in the financial advisory space. With the changing landscape of our business, the need for someone who truly understands the use of technology, processes and systems is at a premium. Gary Bonner is that guy. Advisor and Client experiences must be developed with margin expansion and scale in mind. If I was looking for an operational wing man to help me grow a firm today, I would definitely call Gary."
Brian Church, CEO, Advisory DNA
"Gary’s responsiveness is matched by his willingness to dive in no matter the challenge. From compensation design, organizational structure, to long-term hiring strategies, Gary expertly navigates any obstacle that is presented to him."
Zach Morris, Managing Partner & Founder, Paces Ferry Wealth Advisors
"Gary has a tremendous ability to decisively resolve problems and lead people to implement the solutions. He lead the development of a bespoke web-based custom order portal that replaced traditional in-store point of sale systems while being equally available and responsive to physical operating and personnel training issues. To call Gary my right hand man would be an understatement. He later went on to be hired by the investor group who backed our effort to set up the office and platform on which they built a multi-billion dollar wealth management platform, of which he was not only COO but also became a partner. I’d welcome the opportunity to go into battle again with Gary!"
Tim Belton, President & CEO, ZeoGas LLC
"Gary and I worked together for over fifteen years on several operational projects including RIA acquisitions, team integrations, hiring, training and more. Gary has a way of seeing things others don’t and always works to ensure projects are seen through completion. Even now, years after our time as colleagues, I think of Gary as a trusted go-to resource, because of his deep wealth of knowledge and experience. I look forward to future projects and collaborations."
Anisa Perez, COO, Woodward Investment Management
"I have worked with Gary for many years, and he is deeply passionate about what he does, and makes sure he considers as much as he can before making any decision. He has always wanted to be inclusive and hear from the decision makers every time. He also wants to understand processes from a practical and real world perspective, which helps overcome larger challenges on the front end, well ahead of making costly commitments. Gary is also very organized, consistent, and level headed – all traits which lead to long-term success throughout an organization. Being fair is never easy, but Gary has always had the respect of everyone he works with from the top to the bottom of the organization. And he has the respect of all outside vendors at a level rarely seen in the business world."
David Warhoftig, Head of Trading, Avalon Advisors, LLC
Video Testimonial - Jud Mackrill, Cofounder, Milemarker
