Gloria Rodriguez

Assistant Vice President, Senior Registered Client Associate

Phone: 909-905-5803

[email protected]

Professional Details

20+ years investment management experience
Affiliated with Wells Fargo Advisors Financial Network since 2022
Formerly Senior Registered Client Relationship Associate with Wells Fargo Advisors, Registered Client Associate with BancWest, Sales Assistant with PaineWebber
Series 7 & 66 registrations, variable annuity and life insurance licensed, Notary Public CA Insurance License 0H46892 Resident State CA

I was born and raised in sunny Southern California. Growing up in a family of nine, I learned at an early age to work hard, be independent and take advantage of opportunities that came my way. I married my high school sweetheart and have three beautiful children.

I began my career in financial services in 1997 with PaineWebber. During my seven years there, I held various positions which helped increase my investment knowledge. In 2004, I joined Wells Fargo Investments, a predecessor firm of Wells Fargo Advisors, where I built many strong relationships in and out of the office. I’ve been blessed to surround myself with people who take care of each other like family. I’ve been working with Director Richard Groscost, for over eight years and am excited to have joined Westlake Private Wealth Management, where we will continue to service our clients and the generations to come.

Away from the office, I spend most of my free time with my husband of 28 years, Tony. We enjoy early morning hikes and cooking, which according to family & friends, we’re pretty good at!

Gloria with family

Gloria with family

Gloria with family

Previous: Richard

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