Gina McCord, CWS®

Gina is a Senior Financial Advisor at HBKS Wealth Advisors. She joined the team after moving to Florida from Cincinnati, Ohio. Gina delivers integrated wealth strategies and forward-thinking objective advice to her clients, which include individuals and families, professionals, retirees, business owners, executives and other high-net-worth clients.

A highly experienced professional, Gina guides clients through the wealth management process, coordinating all the complex pieces in a simple, accessible way. After she helps define goals and priorities, Gina consults with the HBKS Wealth Advisor team of experts in the areas of investment management, estate planning, risk management and tax to recommend solutions that address your unique situation. She then closely monitors the plan and proactively contacts her clients as new opportunities to grow, protect and preserve their wealth are found.

Gina has over 25 years of experience, beginning her career as a Financial Advisor for Prudential Securities where she graduated number one in her class. She went on to work as a Financial Advisor at UBS, where she also did institutional bond trading for the firm. Prior to her move to Florida, she worked for 13 years with Key Private Bank as a Senior Relationship Manager working with multi-generational families, family offices, foundations and businesses.

Gina has her Certified Wealth Strategist designation, Series 65 Registered Investment Advisor Representative license and is currently pursuing her Accredited Wealth Management Advisor certification. She previously held her Series 7, 63, 3 and 24 licenses, as well as Life, Health and Annuity licenses.

Gina has enjoyed working with many non-profit organizations such as the American Heart Association, Special Olympics and Elevate for Women. In her spare time, she enjoys boating and sporting clay shooting.