GFS PRIVATE WEALTH, LLC
CLEARWATER, FLORIDA

Our committee of experienced investment professionals meets regularly to review market research and discuss emerging trends. We have been through all kinds of market cycles and can help you become a disciplined investor, whether you are new to investing or have been investing for decades. Focusing on wealth management and legacy planning, GFS Private Wealth provides solutions to families that address some of their most important issues. But our contributions don't end there. Having national reach, we also play an active role in strengthening the quality of life in other parts of the country and in the communities where we live and work. Who We Are Greg Willsey is a co-founder, Principal and Managing Partner of GFS Private Wealth. Upon graduation from The Ohio State University with a finance major, Greg began his career as an accountant with the DuPont Company. He moved to Clearwater in 1986 and spent 25 years as an Investment Advisor with both Merrill Lynch and the Royal Bank of Canada. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2002. In addition to leadership roles managing locations in Clearwater and St. Petersburg, Greg was a faculty member for Merrill Lynch, teaching financial planning to other advisors. In 2012, he started GFS Private Wealth, LLC, a fee-only registered investment advisory firm, with his partner and wife, Sandra Nesbit. In addition to being an advisor at the firm, Greg also chairs the Investment Committee. Sandra L. Nesbit is a Co-founder, Principal, and Managing Partner of GFS Private Wealth. Sandra began her career in the financial services industry at IDS Company in 1992. IDS was an early adopter of financial planning and recognizing its impact for clients. She took her knowledge to Merrill Lynch in 1994. She was instrumental in the development of the firm’s financial planning tools and in training the advisors the benefits of using planning in their business. Sandra partnered with Greg Willsey in 1997 at Merrill Lynch. In 2012, they left the brokerage industry, and today they lead a successful fee-only wealth management RIA practice, GFS Private Wealth, LLC. In addition to firm leadership, her focus is Total Wealth planning for affluent individuals and their families, specializing in the areas of legacy planning, including wealth transfer, and conducting family governance meetings. In 2015, under Sandra’s direction, the firm started Mainsail Family Trust, a Trust Representative Office of National Advisor Trust Company. Sandra is a Certified Divorce Financial Analyst™ as well as a Certified Estate and Trust Specialist™. Sandra is a director of National Advisors Trust Company, Overland Park, Kansas. She also serves on the Governance Committee. She is married to her business partner, Greg Willsey. Sandra and Greg are active in their community. They are passionate supporters of the performing arts center, Ruth Eckerd Hall, most recently chairing its annual gala. She enjoys golfing, the water and is an avid sailor and boater. Ashley Vice joined GFS Private Wealth in August 2013, and has over twelve years of experience in the wealth management industry. He began his career as a financial advisor at Merrill Lynch and most recently held a senior analyst position at Franklin Templeton Investments. He is a CFA charterholder and CERTIFIED FINANCIAL PLANNER™ professional. He earned a BS in Finance from Southeastern University and an MBA from the University of South Florida St. Petersburg. Adela Africano has over 20 years of experience in the wealth management industry. She started working with the partners of GFS Private Wealth in 2000, and after a brief hiatus, returned to the firm in 2014. She holds a Bachelor’s Degree in Business Administration from the University of South Florida. Cary Shaw joined GFS Private Wealth in January 2013 and has over ten years of experience in the finance industry, having worked in trading and customer service positions at large brokerage firms. She has a bachelor’s degree from Austin Peay State University. Tiffany Giancaterino joined GFS Private Wealth in September 2013 as a Client Service Administrator. Prior to joining GFS, Tiffany worked at FrankCrum for more than six years as a Sales Support Coordinator and Business Development Specialist. She is currently a Notary Public in the State of Florida and earned a Bachelor of Science degree in Business Administration from St. Petersburg College. Jessica Duxstad is a Clearwater native. She joined the GFS Private Wealth team in 2015 with eight years of experience in the customer service industry and a strong management background. She is currently attending St. Petersburg College. GFS Private Wealth © 2018 GFS Private Wealth specializes in providing comprehensive investment and life-planning solutions to affluent individuals and their families. We advise, guide, and motivate our clients to implement solutions that simplify their lives. At GFS Private Wealth, we have the privilege of working with our families on some of the most personal matters in their lives. Our sole focus is on providing our families with unbiased, objective advice. As an independent, privately-held firm, we honor a strict fiduciary standard, which puts us in a special position of trust and confidence. As fiduciaries, you can count on us to act in your best interest every day. We’re here to help you align your financial decisions with your most important goals and your most deeply held values. We offer a broad array of wealth management services—all of which are designed to simplify your life and enrich your legacy. Through Mainsail Family Trust, a service of National Advisors Trust Company, we can provide integrated trust administration and consulting solutions for clients whose financial, family or business needs require the services of a professional fiduciary. At GFS Private Wealth, we take pride in the objective and thoughtful advice we offer to families that place their trust in us. We are truly a fee-only registered investment advisor. We do not sell financial products or receive any commissions from third parties that might distort our objectivity or introduce conflicts of interest to the wealth management process. When you engage with GFS Private Wealth for wealth management or family office services, our interests are aligned with yours.