The Gleason Group

A life well-lived is the greatest tribute to those who gave theirs.

Wishing all the moms a very Happy Mother's Day! Thank you for all you do! 💐

Happy Derby Week! Thank you to everyone who came out to make our Annual Derby Pedi Party a success! 🏇🏿🌹🥃

We are thrilled to announce we have been recognized as one of Forbes' Best-in-State Wealth Advisors for the 6th consecutive year.

We are grateful for the opportunity to continue to serve our clients and for the trust they place in us!

https://www.forbes.com/lists/best-in-state-wealth-advisors/

2026 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. 52,043 nominations were received and 11,302 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award.

People say that when you want to change your life, you need to think big: swap jobs, move house, change partner. But they’re wrong.

Learn more about Atomic Habits here - jamesclear.com/atomic-habits

Wishing you a peaceful Christmas surrounded by the people and moments that mean the most. May today be full of comfort, connection, and joy.

# YourLifeOurPassion

Cheers to Maggie on her birthday!

Thank you for your problem solving, attention to detail, and dedication to making everyone’s lives easier! 🥂

Closing out the year with delicious food, great company, and so much to be grateful for.

Cheers to another year and Happy Holidays from the Gleason Group!